Turtle Creek Trust
TL;DR
In business since 2006, the firm runs discretionary separate accounts in equity, fixed income and balanced strategies for individuals, trusts, plans and charities.
$4.3 billion
Regulatory AUM
As of ADV filing 2026-03-30
559
Accounts / Clients
101 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
10
Team Size
employees, 6 advisory
20 yrs
Years Registered
First registered 2006
About Turtle Creek Trust
In business since 2006, the firm runs discretionary separate accounts in equity, fixed income and balanced strategies for individuals, trusts, plans and charities.
Office: 3838 Oak Lawn Ave, Suite 1650, Dallas, TX 75219.
Best for: Investors with $1M or more wanting discretionary equity and bond portfolios
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD140212
RegistrationSEC-registered
First registration2006
Regulatory AUM$4.3 billion
ADV filing date2026-03-30
Accounts559
Clients101 individual and high-net-worth clients
Employees10
Advisory employees6
Fee modelAdvisory fee on assets, 1% on first $1M; no commissions disclosed (ADV 2A)
Minimum$1,000,000 per account, may be waived (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA named on the about page and in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 140212, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Dallas, TX (2026): rank 7 of 10
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