Carmel, CA Office
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Topturn Capital, LLC
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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.
Based on Topturn Capital, LLC
Expertise
Based on Topturn Capital, LLC
Location
200 Clock Tower Place, Suite B208
Carmel CA 93923
Advisors at this office
2
Advisors at this office
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.
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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