Turner Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Turner Financial Group reports 620 clients. They include 490 individual clients, 73 charitable organizations and 57 high-net-worth individuals. Of its assets, 97.9% ($225M across 1,117 accounts) are managed with discretion; $4.72M across 15 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 54% |
| High-net-worth individuals | 9% | 41% |
| Charitable organizations | 12% | 3% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 490 | $123M | 53.8% | $252K |
| High-net-worth individuals | 57 | $94M | 40.9% | $1.65M |
| Charitable organizations | 73 | $6.78M | 3.0% | $92.8K |
| Corporations and other businesses | Fewer than 5 | $5.32M | 2.3% | — |
| Total | 620 | $230M | 100% | — |
- Clients
- 490
- Regulatory AUM
- $123M
- AUM share
- 53.8%
- Avg. per client
- $252K
- Clients
- 57
- Regulatory AUM
- $94M
- AUM share
- 40.9%
- Avg. per client
- $1.65M
- Clients
- 73
- Regulatory AUM
- $6.78M
- AUM share
- 3.0%
- Avg. per client
- $92.8K
- Clients
- Fewer than 5
- Regulatory AUM
- $5.32M
- AUM share
- 2.3%
- Avg. per client
- —
Total
- Clients
- 620
- Regulatory AUM
- $230M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Turner Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Annual Review
- An annual review and plan update is a flat fee of $250 to $1,500.
- Comprehensive Financial Planning
- The initial comprehensive financial plan is negotiable, from a minimum of $597 to $4,997.
- Concierge Financial Planning
- Concierge financial planning is negotiable, at $150 to $350 an hour or a flat fee from $297 for a single project to $4,997 for multiple projects.
Noble Alpha, LLC owns 75% or more of Turner Financial Group and is in turn owned by Andrew Tang (75% or more). The leadership team of Turner Financial Group includes Chief Compliance Officer Marina Combs. It has 12 employees, 8 of them in advisory roles.
Leadership
- Marina CombsChief Compliance Officer
- Andrew TangCIO, CEO
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 broker-dealer reps
- 6 insurance agents
- 4 soliciting firms
- Owns 75% or more of Turner Financial Group, Inc.
Noble Alpha, LLC
Control person · since July 2021
- Owns 75% or more of Noble Alpha, LLC
Andrew Tang
Control person · since July 2021
Turner Financial Group’s regulatory assets grew 2.0× from $116M (July 2024) to $230M (June 2026); clients rose from 418 to 620 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $230M | 620 | 12 | 7 |
| March 2025 | $171M | 528 | 12 | 7 |
| July 2024 | $116M | 418 | 8 | 4 |
Besides its headquarters, Turner Financial Group has 6 offices (1 private residence, listed without an address), with 6 listed addresses across 6 states.
California · 1 listed address
- 4040 Civic Center Drive, San Rafael
Delaware · 1 listed address
- 18422 Coastal Highway, Lewes
Florida · 1 listed address
- 4366 5th Avenue, PaceHQ
New Jersey · 1 listed address
- 3560 Quakerbridge Road, Hamilton
New York · 1 listed address
- 33 South Service Road, Jericho
Oklahoma · 1 listed address
- 8023 East 63rd Place, Tulsa
Other business names
Turner Financial Group has reported 4 other business names to the SEC.
- Andalus Capital, LLC.
- Dedicated Financial LLC
- GF Thomas Advisory Group
- Seelan Wealth Strategies
Contact and registration details
- Legal name
- Turner Financial Group, Inc.
- Headquarters
- 4366 5th Avenue, Pace, FL 32571-1810
- Website
- turnerfg.com
- Phone
- 850-995-1797
- SEC file
- 801-129021
- Structure
- Florida corporation
- Fiscal year end
- December
Turner Financial Group uses Charles Schwab ($166M, 76%) and Folio Investments ($53.6M, 24%) as custodians for its separately managed accounts. Turner Financial Group does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $53.6M24%
- Charles SchwabCharles Schwab & Co., Inc. · Boston, MA · $166M76%
At year end, Turner Financial Group’s separately managed accounts were mostly in funds (60%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $101M across 112 positions; the largest are Tesla Inc. (15.6%), Tidal Trust I (8.9%) and EA Series Trust (5.3%).
What the accounts hold
- Stocks30%
- Funds60%
- Registered funds59%
- Pooled vehicles1%
- Cash7%
- Other3%
- Categories with less than 1% each --us govt bonds, us state and local bonds, investment grade corporate bonds.3%
Reported 13F holdings
- $101M
- Reported 13F value
- 112
- Positions
- 50.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Tesla Inc.15.6%
- Tidal Trust I · Foli EN Fixe ETF8.9%
- EA Series Trust · Brid Cap Tac ETF5.3%
- Advanced Micro Devices Inc.4.4%
- T Rowe Price Exchange-traded · US High Yield3.6%
- Direxion Shares ETF Trust · Dly Tsla Bull 2x3.6%
- ETFS Gold TR · Physcl Gold Shs2.7%
- Micron Technology Inc.2.2%
- Pgim ETF TR · Actv HY BD ETF1.9%
- Ark ETF TR · Innovation ETF1.9%
Together, the ten largest are 50.0% of reported value.
How many clients does Turner Financial Group have?
Turner Financial Group has 620 clients and manages $230 million for them, as of June 2026. They include 490 individual clients, 73 charitable organizations and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Turner Financial Group offer?
Turner Financial Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Turner Financial Group use?
Turner Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Boston, MA), with $166M and Folio Investments, Inc. (McLean, VA), with $53.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Turner Financial Group have?
Turner Financial Group has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 6 employees are 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 Turner Financial Group invest in?
At the end of its last fiscal year, Turner Financial Group’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 7% cash and equivalents, 3% other and 1% pooled vehicles (private funds and similar). The 3% other category is described as: Categories With Less Than 1% Each --US Govt Bonds, US State and Local Bonds, Investment Grade Corporate Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Turner Financial Group?
Turner Financial Group is owned through a holding company by Andrew Tang. Its direct owner is Noble Alpha, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Turner Financial Group get paid?
Turner Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees 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
Is Turner Financial Group registered with the SEC?
Yes, Turner Financial Group has been registered with the SEC as an investment adviser since 3 November 2023. Its CRD number is 134204 and its SEC file number is 801-129021.
Source: Form ADV Part 1A, Item 1, filed 11 June 2026; IAPD firm record
How do I contact Turner Financial Group?
Turner Financial Group’s main office is at 4366 5th Avenue, Pace, FL 32571-1810. Its phone number is 850-995-1797. Its website is turnerfg.com.