# TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK WEALTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 322998
- Type: SEC-registered investment adviser
- SEC file number: 801-127123
- Location: 2828 N. HARWOOD STREET, DALLAS, TX, 75201
- Phone: 214-214-3110
- Latest filing: 2026-08-05
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $110.1M
- Clients: 26
- Accounts: 1,435

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| Kyle David Miller | TRUSTEE | Dallas, TX |
| David B Miller | TRUSTEE | Dallas, TX |
| Dale Littleton Cloud | CHIEF OPERATING OFFICER, ELECTED MANAGER | — |
| Carolyn Lacy Miller | OWNER | — |
| Meredith Lee Miller Bebee | TRUSTEE | — |
| Dian Graves Stai | GENERAL PARTNER; OWNER | — |
| Kade Legett Matthews | OWNER; OWNER AND MANAGER | — |
| John Alexander Matthews | TRUSTEE | — |
| Margaret Matthews Frederick | OWNER | — |
| Meredith Matthews Nicholson | OWNER | — |
| Tucker S Bridwell | GENERAL PARTNER | — |
| Jane Varner Beard | GENERAL PARTNER | — |
| Lamar H Moore | GENERAL PARTNER | — |
| Alan Luther Miller | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | — |
| John Joseph Reilly | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| David Scott Spika | CHIEF MARKET STRATEGIST | — |
| Monica Eaker | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| Benjamin Garrett Carter | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | — |
| Gregory Scott Kalb | CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER | — |
| MILLER DAVID | ELECTED MANAGER; TRUSTEE | — |
| MILLER THERESA B | ELECTED MANAGER; TRUSTEE | — |
| SPIKA DAVID SCOTT | CHIEF MARKET STRATEGIST | — |
| MILLER ALAN LUTHER | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | — |
| REILLY MICHAEL JOSEPH | CO-CHIEF INVESTMENT OFFICER | — |
| CLOUD DALE LITTLETON | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322998/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322998/similar
- Related entities: https://search.stillhousedata.com/firm/322998/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322998

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.