TURRENTINE FINANCIAL SERVICES LLC

Overview

Turrentine Financial Services LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients as well as small business owners. The firm delivers financial planning and portfolio management and charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Filings show a clear tilt toward equity-focused, discretionary management: exchange-traded equities are the dominant sleeve, supported by mutual funds and separate managed account (SMA) structures. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or institutional capital allocator; its business activity centers on personalized planning and portfolio construction for smaller, individual relationships. Industry affiliation with accounting professionals is noted, indicating a workflow that likely integrates tax and accounting input into client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices