RIA Intel›Advisers›Florida›TURNER, MICHAEL

TURNER, MICHAEL

Advisory

GAINESVILLE, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in FL

#1,694

of 2,610 advisers by AUM

Average account

$362K

across 114 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

52 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

PINELIGHT FINANCIAL PLLC

$41M

FERRIS WHEEL FINANCE, INC.

$41M

FORMATION WEALTH LLC

PONTE VEDRA BEACH, FL

$41M

ROBERT RAYMOND DUFRESNE

$41M

CPA GROUP INVESTMENT MANAGEMENT, LLC

PANAMA CITY, FL

$41M

SEACOAST ASSET MANAGEMENT, LLC

$42M

Get the full picture on TURNER, MICHAEL

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TURNER, MICHAEL and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans