Turner Capital Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$102,706,462
Clients
333
Advisors
3
across 2 offices
About
Turner Capital Investments provides discretionary investment management to affluent individuals and business entities, offering a menu of defined, actively managed strategies that focus on stocks and exchange-traded funds. The firm also serves as a sub-advisor to other registered investment advisers and manages client relationships on a strategy-by-strategy basis.
TCI’s approach is market-directional and rules-based: clients select from distinct, generally non‑diversified strategies that rely on technical algorithms, momentum and trend signals, and — when appropriate — leveraged and inverse ETFs and related derivative instruments. The firm quantifies downside exposure for each strategy, discloses short‑term trading and compounding risks, and maintains documented entry/exit rules and ongoing volatility monitoring to govern leveraged exposure.
Notable operational features include a multi-office footprint (five offices) and the management of a substantial client base from a three-advisor team, with promoters and a formal relationship with an ETF provider used to support its business. TCI emphasizes supervisory controls for its use of leveraged/index ETFs and documents those controls in its ADV, which distinguishes its operational and risk‑management disclosures from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $2.5 million: 2.0% annually $2.5 million - $5 million: 1.5% annually $5 million+: 1.0% annually
Account minimum: $250,000 (generally required, but may be negotiable)
Main office
See office9442 Capital of Texas Hwy N, Arboretum Plaza One, Suite 500
Austin TX 78759
Advisors at this office
2
Offices (2)
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Michigan · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington
Also doing business as
Sabinal Capital Investments, LLC · Turner Capital Investments, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Keith S
Series 63, Series 65
Shady Shores, TX
Turner Capital Investments, LLC
Keith Smith is a financial advisor with Turner Capital Investments, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He also operates ERISA GROUP, LLC, focused on employee benefits and fixed insurance, and works as a senior account representative at Hub International Group, specializing in marketing employee benefits. Turner Capital Investments provides discretionary investment management to affluent individuals and business entities, offering defined, actively managed strategies that emphasize technical algorithms and market-directional approaches using stocks and exchange-traded funds.
Alexander G
Series 65
Austin, TX
Turner Capital Investments, LLC
Alexander Goodwin is a Series 65–licensed advisor at Turner Capital Investments, LLC with three years of industry experience. He previously worked at Legacy Wealth Management, LLC and has been involved with Turner Capital Investments since 2018. Outside of his advisory role, Goodwin serves as a manager for ARX BTC, LLC, a company providing Bitcoin services. Turner Capital Investments offers discretionary investment management to affluent individuals and business entities through a range of actively managed, rule-based strategies focused on stocks and exchange-traded funds. The firm utilizes technical algorithms and momentum signals, including leveraged and inverse ETFs, with an emphasis on documented risk controls and volatility monitoring.
Michael T
Series 65
Austin, TX
Turner Capital Investments, LLC
Michael Turner is a financial advisor with Turner Capital Investments, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Turner Capital Investments since 2007 and also leads Turner Trends, Inc., a role he has held since 1997. Outside of his advisory work, he serves as president of Turner Enterprises, Inc., where he is involved in software design architecture related to technical signals. Turner Capital Investments provides discretionary investment management primarily to affluent individuals and business entities. The firm offers a selection of actively managed, market-directional strategies based on technical algorithms, momentum, and trend signals, utilizing stocks, ETFs, and related derivatives with documented risk controls and ongoing volatility monitoring.
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