|
⚲
|
| Keyboard |
| Pring/Turner Capital Group Inc
✚
|
|
|---|---|
| CRD # | 110931 |
| SEC # | 801-12851 |
| CIK # | 0001568839 |
| AUM | 262.1 M (2025-09-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-287-8527 |
| Address | 3195 Danville Blvd Ste 8 Alamo, CA 94507-1970 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cummins Inc | 8.0 | ||
| Schwab Charles Corp | 7.5 | ||
| Oracle Corp | 6.6 | ||
| American Express Co | 6.3 | ||
| AMB Property Corp | 6.2 | ||
| Texas Instruments Inc | 6.2 | ||
| Mid America Apartment Communities Inc | 5.2 | ||
| Public Storage | 4.9 | ||
| McKesson Corp | 4.9 | ||
| Bank of America Corp /DE/ | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 49.7 |
| (b) Individuals (high net worth individuals) | 68 | 199.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 262.1 |
| By Discretionary | ||
| Discretionary | 473 | 261.6 |
| Non-Discretionary | 2 | 0.6 |
| Total | 475 | 262.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.1 | |
| Total | 475 | 262.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001568839] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Comprehensive Financial Planning Corporation
✚
|
VA | 263.9 M |
|
Guidestream Financial Inc
✚
|
MI | 263.5 M |
|
JC Capital Advisors Group LLC
✚
|
CT | 263.0 M |
|
Mount Tamalpais Asset Management LLC
✚
|
CA | 262.5 M |
|
Bull Oak Capital LLC
✚
|
CA | 261.6 M |
|
Tiller Partners LLC
✚
|
CA | 261.5 M |
|
Utopia Wealth Management LLC
✚
|
FL | 261.4 M |
|
Prevail Wealth Management LLC
✚
|
WA | 260.8 M |
|
Trustwell Financial Advisors LLC
✚
|
FL | 260.8 M |
|
Clark Wealth Partners LLC
✚
|
IL | 259.9 M |