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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Turner Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Turner Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Turner Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Turner Financial Group get paid?","answer":"Turner Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}