Turtle Creek Trust
SEC RegisteredStrategic investment and trust services tailored to your needs
About the firm
Founded in 2006, Turtle Creek Trust was established to provide trust and advisory services to a select group of high net-worth families, individuals, and charitable organizations. The firm is independently owned and managed with no relationship with an outside bank or broker-dealer, and has grown to over approximately $4 billion in assets under management. Turtle Creek Trust is comprised of two sister companies, Turtle Creek Trust Company, LTA and Turtle Creek Management, LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and trust services, including multi-asset investment management, discretionary portfolio management, investment policy formulation, ongoing portfolio monitoring, equity and fixed income portfolio construction, and trust administration
Who they serve
High net-worth families, individuals, charitable organizations, institutions, endowments, and foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $1.7M |
| High Net Worth Individuals | 96 | $4.2B |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 1.00% |
| Next $2 million | 0.80% |
| Next $2 million | 0.70% |
| Next $5 million | 0.60% |
| Over $10 million | 0.50% |
Data as of March 30, 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. Turtle Creek Trust 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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