Turtair Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,500,000
Total clients
27
81% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$3,388,889
About
Turtair Capital Advisors provides financial planning and investment management to high-net-worth individuals, families, business owners, and institutional entities such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm typically works with clients who have net worths above $5 million and target managed portfolio sizes around $2.5 million, while retaining the discretion to accept smaller accounts under certain criteria.
The firm’s services include retirement, estate, college, and cash-flow planning alongside ongoing portfolio management that emphasizes asset allocation, implementation, monitoring, and rebalancing. Investment implementation commonly involves selecting independent managers, mutual funds, ETFs, and individual securities, and may be delivered on a discretionary or non-discretionary basis, including through wrap-fee programs.
Notable features in the brochure include a clear focus on high-net-worth relationships and independent manager selection, plus occasional integration of fixed-fee financial planning into a broader wealth management engagement. The firm refers custody to third-party custodians (clients receive statements directly), does not vote client proxies, and maintains a written code of ethics and personal-trading policies for its personnel.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees generally range from $3,000 to $10,000
$0 - $10,000,000: 1.0% $10,000,000+: 0.75%
Account minimum: $250,000 Minimum fee: $5,000 to $10,000 minimum fee for accounts below $1 million Fee-only: Financial planning fixed fees generally range from $3,000 to $10,000
Main office location
Turtair Capital Advisors
Zionsville IN, United States
Number of offices
1
Most active in
Turtair Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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