TURNER FINANCIAL GROUP, INC.

TURNER FINANCIAL GROUP, INC. of PACE, FL is an SEC-registered investment adviser (CRD 134204). Regulatory assets under management: $229.6M.

Registration

• CRD: 134204
• SEC file number: 801-129021
• Type: Registered investment adviser
• Location: 4366 5TH AVENUE, PACE, FL, 32571-1810
• Phone: 850-995-1797
• Latest filing: 2026-06-11
• Regulatory AUM: $229.6M
• Discretionary AUM: $224.8M
• Non-discretionary AUM: $4.7M
• Clients: 12
• Accounts: 1,132

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134204 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search