Overview
Assets Under Management: $170 million
Headquarters: TROY, OH
High-Net-Worth Clients: 31
Average Client Assets: $3.6 million
Frequently Asked Questions
TURNSTONE FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170738), TURNSTONE FINANCIAL is subject to fiduciary duty under federal law.
TURNSTONE FINANCIAL is headquartered in TROY, OH.
TURNSTONE FINANCIAL serves 31 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, TURNSTONE FINANCIAL offers portfolio management for individuals and selection of other advisors. View all service details ↓
TURNSTONE FINANCIAL manages $170 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, TURNSTONE FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.82%
Average Client Assets: $3.6 million
Total Client Accounts: 240
Discretionary Accounts: 240
Regulatory Filings
CRD Number: 170738
Filing ID: 2073270
Last Filing Date: 2026-03-16 07:59:56