Turpin & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,230,892
Clients
23
Advisors
2
across 2 offices
About
The firm provides discretionary investment management and targeted financial advisory services to individuals (including high‑net‑worth), trusts and estates, endowments, foundations and other charitable organizations, corporations, and pension and profit‑sharing plans. In addition to portfolio management across cash, bonds, equities, ETFs and mutual funds, the firm offers retirement and pension consulting, retirement needs analysis, tax‑efficient distribution strategies, employee benefits planning, insurance and annuity reviews, and education planning.
The firm follows a consistent investment policy that is adjusted for each client’s circumstances and conducts quarterly reviews (with more frequent monitoring for active trading accounts). Its research combines charting and technical/cyclical analysis with fundamental research and institutional data, and the firm may employ short‑term trading, short sales and margin as part of its implementation while managing accounts on a discretionary basis.
Distinctive aspects include an insurance affiliation and licensed insurance distribution relationships that support the firm’s insurance and annuity services, and an explicit client focus that includes charitable organizations and pension/profit‑sharing plans—client types that are less common among similar independent advisers. The firm also has a long operating history and documents an uncommon administrative practice in its policies allowing certain accounting‑error funds arising from firm accounting errors to be directed to charity.
Client services
Expertise
Fee options
$0 - $100,000: 2% $100,001 - $300,000: 1.5% $300,001 - $500,000: 1.25% $500,001 - $1,000,000: 1% $1,000,001+: 0.75%
Consulting services billed hourly at $100 to $400 per hour
Account minimum: $50,000 Fee-only: Fee-only investment adviser; no commissions received
Main office
See office7098 N Shadeland Avenue, Suite C
Indianapolis IN 46220
Advisors at this office
1
Offices (2)
Most active in
Indiana
Also doing business as
F And J Insurance Inc · Turpin & Associates Inc
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.
Forms ADV
Advisors at this firm
Brian T
Series 65
Indianapolis, IN
Turpin & Associates Inc
Brian Turpin is a financial advisor at Turpin & Associates Inc in Indianapolis, IN, with eight years of industry experience and a Series 65 designation. He is also the owner of NBT Consulting LLC, a business focused on financial planning using insurance-related products, tax return preparation, and insurance sales. Turpin & Associates Inc provides discretionary investment management and targeted financial advisory services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a consistent investment policy tailored to each client and integrates technical, cyclical, and fundamental research in its portfolio management.
Frank T
Series 63, Series 65
Lafayette, IN
Turpin & Associates Inc
Frank Turpin is the sole advisor at Turpin & Associates Inc in Lafayette, IN, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with Turpin & Associates Inc. since 1978 and has concurrent roles at Eneric Financial Services and F&J, INS. INC. since the late 1970s and 1980s. Turpin & Associates Inc. provides discretionary investment management and specialized financial advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and pension plans. The firm employs a research-driven investment approach that integrates technical and fundamental analysis, offering a range of services from portfolio management to retirement and employee benefits planning, with a distinctive focus on charitable organizations and pension plans.
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