Turner Capital Investments, LLC
SEC RegisteredA shift from traditional investment strategies
About the firm
Turner Capital Investments is a client-focused strategy manager that uses proprietary software and algorithms to make investment decisions based on a rules-based, Dual-Direction methodology. The firm manages client capital in both bull and bear markets, participating in upward trends and moving capital into inverse index ETFs during bear markets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Turner Capital offers targeted investment strategies through its proprietary Dual-Direction Methodology, which is rules-based and designed to capitalize on both bull and bear markets. It uses a proprietary Total Market Index (TMI) Chart and algorithms to manage client capital, switching between bullish positions, higher-yielding money markets, and inverse index ETFs depending on market conditions.
Who they serve
Investors seeking to build long-term wealth while minimizing losses, including those looking for alternatives to traditional buy-and-hold investment approaches.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 190 | $44M |
| High Net Worth Individuals | 143 | $59M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 2 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $2.5M | 2.00% |
| $2.5M to $5M | 1.50% |
| $5M and above | 1.00% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Turner Capital Investments, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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