RIA Intel›Advisers›Oklahoma›TURRENTINE FINANCIAL SERVICES LLC

TURRENTINE FINANCIAL SERVICES LLC

Advisory

STIGLER, OK

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

Average account

$253K

across 39 accounts

AUM per adviser

$10M

1 advisers

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

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

39 clients

2 high-net-worth

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

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Advisers of similar size in OK

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

$10M

AVONDALE INVESTMENTS, LLC

OKLAHOMA CITY, OK

$11M

COLLECTIVE WEALTH, LLC

$12M

STYLED WEALTH, LLC

$8M

LOMBARD SMITH INVESTMENTS INC

OKLAHOMA CITY, OK

$12M

INTEGRATED PLANNING STRATEGIES, LLC

$12M

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