Turner Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pace, FL. Its latest Form ADV filing, dated March 30, 2026, reports $230M in regulatory assets under management, 12 employees, 6 offices, and 1,132 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
490
2
Charitable
11.8%
73
3
HNWI
9.2%
57
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 30, 2026
Discretionary97.9%
$225M
98% of total RAUM97.9%
Non-discretionary2.1%
$5M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$230M
Total Accounts1,132
10Y AUM Change+$127M (+124.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee52:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.