Turnbull Financial Services LLC

Overview

Turnbull Financial Services LLC is a small, client-focused investment adviser that concentrates on discretionary portfolio management for individuals and small businesses and on selecting third-party advisers where appropriate. The firm runs a fee model that charges a percentage of assets under management and acts as a direct capital allocator rather than a pure broker or referral conduit. Its investment approach leans toward pooled public funds and mutual funds as the primary vehicle for implementing client strategies, with a willingness to use external managers — including hedge fund managers — when an allocation to alternatives is appropriate. The firm does not position itself as an ESG specialist and operates from a single-state footprint. Services are targeted at individual and family clients rather than institutional or pension clients. Given the small scale of the operation and its stated advisory activities, the firm appears to emphasize personalized portfolio construction, manager selection, and outsourced solutions over in-house proprietary product development.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices