Topturn Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$125,548,362
Clients
83
Advisors
3
across 2 offices
About
Topturn Capital, LLC provides investment management, wealth management, financial planning and consulting to individuals (including high net worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and advice related to employer‑sponsored plans and variable life/annuity products.
The firm typically allocates client assets among independent managers, ETFs and individual securities and employs fundamental, technical and cyclical analysis in security selection. Topturn uses a proprietary, dynamic allocation model that explicitly includes stocks, bonds, digital assets and cash and adjusts weightings periodically while tailoring portfolios to clients’ risk tolerance and time horizon.
Topturn’s brochure notes that the firm previously served as general partner and sponsor of a private fund (the Omnistrat Fund), which has since been liquidated, and that it may recommend private placements and pooled investment vehicles to accredited investors. The firm also discloses that certain supervised persons are licensed insurance agents who may recommend insurance products and receive commissions, and it identifies margin, leverage and other borrowing risks associated with certain accounts and private vehicles.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 0.95% $5,000,000+: 0.50%
Account minimum: $1,500,000 Minimum fee: Financial planning and consulting fees generally range from $5,000 to $10,000 for a six-month period, negotiable and by quote Fee-only: Fixed fees for financial planning and consulting services generally range from $5,000 to $10,000 per project
Main office
See office200 Clock Tower Place, Suite B208
Carmel CA 93923
Advisors at this office
2
Offices (2)
Most active in
California · Nevada · Utah
Also doing business as
Darchuck Stewart Capital Advisors, LLC · Dp Wealth Advisors, LLC · Topturn Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel S
Series 65, Series 66
Carmel, CA
Topturn Capital, LLC
Daniel Stewart is a financial advisor with Topturn Capital, LLC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with Darchuck Stewart Capital Advisors, LLC since 2009. Outside of his advisory work, he serves as a general partner in a family investment partnership, where he participates in investment decisions and trading activities. Topturn Capital provides investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, tailoring portfolios based on clients' risk tolerance and time horizon.
Derek L
CFP®, Series 63, Series 65
Clovis, CA
Topturn Capital, LLC
Derek Lee is a CFP® professional with 13 years of industry experience. He currently works at Topturn Capital, LLC and previously spent 13 years at LPL Financial and 18 years with Educational Employee CU. Topturn Capital, LLC provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, and tailors portfolios based on clients’ risk tolerance and time horizon.
Danny D
CFP®, Series 65, Series 66
Carmel, CA
Topturn Capital, LLC
Danny Darchuck Jr. is a CFP® with 35 years of industry experience. He is currently with Topturn Capital, LLC and has been associated with Darchuck Stewart Capital Advisors, LLC since 2009. Topturn Capital, LLC provides investment management, wealth management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary allocation model across multiple asset classes, tailoring advice to clients’ risk tolerance and time horizon.
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