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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum waveHarbor alpha +more
- Established Date
- 05-17-2006
- Office Locations
- 2
Office Locations
About Turtle Creek Trust
Turtle Creek Trust is an independently owned Dallas firm providing customized investment management, wealth management, and trust administration for high-net-worth families, individuals, and charitable organizations. Founded in 2006, it operates through a Texas-chartered trust company and an SEC-registered RIA, using an intrinsic-value equity selection approach and emphasizing close client communication (custody often via Fidelity/NFS).
Team overview
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Owner & Executives
PHILIP CORDER WITTER KISTLER
Manager, Principal
- CRD
- #2546664
- Ownership
- Less than 5%
RICHARD CRAIG KNOCKE
Director, Manager
- CRD
- #2586086
- Ownership
- Less than 5%
Oak atlas
Pathway vector
- CRD
- #60748
- Ownership
- 24.7%
Showing 2 of 3 owners & executives
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MARK EDWARD LANYON
Vice President
- CRD
- #2902878
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,331,031,001 | $2,991,081 |
| Non-Discretionary | $2,330,715,283 | $24,533,845 |
| Total | $3,661,746,284 | $6,781,012 |
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Separately Managed Accounts
Total SMA Asset: $3,661,746,284
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $509,137,250 | 14.0% |
| Cash | $712,792,150 | 19.6% |
| Public Funds | $687,335,288 | 18.9% |
| Corporate - Investment Grade | $283,662,182 | 7.8% |
| U.S. Government/Agency | $1,443,767,775 | 39.7% |
| Total | $3,636,694,645 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM HORIZON BEACON | FOCUS VECTOR | 8YLGIXN7J | KTW | 10.91% | $99,952,476 |
| VITAL CREST | FOUNDATION VERTEX | 7XBIPQM7M | DFE | 7.58% | $16,348,375 |
| TIMBER MOMENTUM QUANTUM | VITAL FOUNDATION | 37FFHXYT4 | TBUCK | 3.05% | $68,778,087 |
| LEGACY SUMMIT ALPHA | TIMBER ZENITH | 0QP4LU1XA | BWCW | 11.61% | $92,431,704 |
| DELTA FOUNDATION UNISON | TIMBER CREST | T5X5BLT8W | PNE | 8.61% | $9,059,146 |
| PRIME PATHWAY | CREST FUSION | R9AMCGBZA | HGR | 3.85% | $103,191,985 |
| HORIZON QUANTUM HARBOR | FOCUS BRIDGE | U00C12DXI | ZSYA | 6.05% | $56,395,938 |
| DELTA INSIGHT VECTOR | MERIDIAN SUMMIT | DQCCU06AU | RCMQD | 4.21% | $66,267,828 |