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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2009
- Office Locations
- 2
Office Locations
About Topturn Capital, LLC
Topturn Capital is a California RIA providing private wealth management for business owners and their families. They combine tax mitigation, asset-protection structuring, and succession/exit planning with custom portfolio management geared toward preserving capital and steady growth, often using ETFs and mutual funds. Notable for offering a free business continuity assessment and the Succession Breakthrough Planner for owners preparing to transition.
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Owner & Executives
DANNY NMN DARCHUCK JR
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1241982
- Ownership
- 50% but less than 75%
DANIEL GREGORY STEWART
Chief Investment Officer, Managing Member, Owner
- CRD
- #3220485
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DEREK MAKOTO LEE
--
- CRD
- #6062116
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,145,477 | $616,773 |
| Non-Discretionary | $20,216,881 | $430,146 |
| Total | $187,362,358 | $589,190 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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