Turn8 Private Wealth provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and publishing newsletters.
Turn8 Private Wealth reports 293 clients. They include 159 individual clients, 129 high-net-worth individuals and 5 pooled investment vehicles. Of its assets, 100.0% ($350M across 1,123 accounts) are managed with discretion. Of its clients, 92% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 1% |
| High-net-worth individuals | 44% | 18% |
| Pooled investment vehicles | 2% | 81% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $4.78M | 1.4% | $30K |
| High-net-worth individuals | 129 | $63.2M | 18.1% | $490K |
| Pooled investment vehicles | 5 | $282M | 80.6% | $56.4M |
| Total | 293 | $350M | 100% | $1.19M |
- Clients
- 159
- Regulatory AUM
- $4.78M
- AUM share
- 1.4%
- Avg. per client
- $30K
- Clients
- 129
- Regulatory AUM
- $63.2M
- AUM share
- 18.1%
- Avg. per client
- $490K
- Clients
- 5
- Regulatory AUM
- $282M
- AUM share
- 80.6%
- Avg. per client
- $56.4M
Total
- Clients
- 293
- Regulatory AUM
- $350M
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 92%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Turn8 Private Wealth is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Craig McFadzean owns 75% or more of Turn8 Private Wealth. The leadership team of Turn8 Private Wealth includes President Craig McFadzean. It has 6 employees, 3 of them in advisory roles.
Leadership
- Craig McFadzeanChief Compliance Officer, Chief Investment Officer, and President
- Shauna SpearDirector of Operations
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Craig Stuart McFadzean
Staff
- 6 employees
- 3 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Turn8 Private Wealth Inc.
Craig McFadzean
Control person · since March 2015
- Owns 5% to 10% of Turn8 Private Wealth Inc.
The CSM Trust
Control person · since March 2015
- Owns 5% to 10% of Turn8 Private Wealth Inc.
Shauna Spear
since August 2018
Turn8 Private Wealth’s regulatory assets grew 1.6× from $218M (June 2021) to $350M (May 2026); clients rose from 238 to 293 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $350M | 293 | 6 | 2 |
| June 2025 | $283M | 280 | 5 | 2 |
| May 2024 | $260M | 271 | 6 | 2 |
| July 2023 | $220M | 259 | 8 | 2 |
| June 2022 | $238M | 252 | 8 | 2 |
| June 2021 | $218M | 238 | 4 | 2 |
Besides its headquarters, Turn8 Private Wealth has 1 office, with 2 listed addresses in Florida.
Florida · 1 listed address
- 2100 King'S Highway, Port Charlotte
Contact and registration details
- Legal name
- Turn8 Private Wealth Inc.
- Headquarters
- 277 Lakeshore RD., Suite 2, Pointe Claire, Canada H9S 4L2
- Website
- turn8privatewealth.com
- Phone
- 514-600-1466
- @turn8wealth
- SEC file
- 801-78315
- Structure
- corporation organized in Canada
- Fiscal year end
- March
Turn8 Private Wealth uses National Bank Independent Network ($268M, 88%) and Charles Schwab ($35.8M, 12%) as custodians for its separately managed accounts. Turn8 Private Wealth does not have custody of client assets.
- National Bank Independent NetworkNational Bank Independent Network · Toronto · $268M88%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $35.8M12%
At year end, Turn8 Private Wealth’s separately managed accounts were mostly in funds (82%) and stocks (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $150M across 54 positions; the largest are Microsoft Corp. (6.2%), Alphabet Inc. Cl-a (5.4%) and Taiwan Semicon Man Sp/adr (5.2%).
What the accounts hold
- Stocks16%
- Funds82%
- Pooled vehicles81%
- Registered funds1%
- Cash2%
Reported 13F holdings
- $150M
- Reported 13F value
- 54
- Positions
- 43.1%
- In the 10 largest
- −6.4%
- Value vs. prior quarter
- Microsoft Corp.6.2%
- Alphabet Inc. Cl-a5.4%
- Taiwan Semicon Man Sp/adr · Sponsored ADR5.2%
- JPMORGAN EQT Prem Icm ETFETF4.9%
- Royal Bank OF Canada4.1%
- Goldman Sachs Group Inc.3.6%
- Nvidia Corp.3.6%
- Marathon Petroleum Corp.3.5%
- Palo Alto Networks Inc.3.3%
- Amazon Com Inc.3.3%
Together, the ten largest are 43.1% of reported value.
How many clients does Turn8 Private Wealth have?
Turn8 Private Wealth has 293 clients and manages $350 million for them, as of May 2026. They include 159 individual clients, 129 high-net-worth individuals and 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 May 2026
What services does Turn8 Private Wealth offer?
Turn8 Private Wealth provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Turn8 Private Wealth use?
Turn8 Private Wealth’s separately managed account assets are held at National Bank Independent Network (Toronto), with $268M and Charles Schwab & Co., Inc. (Westlake, TX), with $35.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 May 2026
How many financial advisors does Turn8 Private Wealth have?
Turn8 Private Wealth has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Turn8 Private Wealth invest in?
At the end of its last fiscal year, Turn8 Private Wealth’s separately managed accounts held 81% pooled vehicles (private funds and similar), 16% exchange-traded equities, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Turn8 Private Wealth?
Turn8 Private Wealth’s direct owners are Craig McFadzean (75% or more), the CSM Trust (5% to 10%) and Shauna Spear (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 May 2026
How does Turn8 Private Wealth get paid?
Turn8 Private Wealth is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Turn8 Private Wealth?
Turn8 Private Wealth’s main office is at 277 Lakeshore RD., Suite 2, Pointe Claire, Canada H9S 4L2. Its phone number is 514-600-1466. Its website is turn8privatewealth.com.