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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between October 21, 2025 and March 30, 2026, reported AUM increased 16.9%, from $3.7B to $4.3B.
Across 5 reported observations, AUM increased 35.9% between June 30, 2022 and March 30, 2026, from $3.1B to $4.3B.
Of the latest reported AUM, 36.2% is discretionary and 63.8% is non-discretionary.
The firm reports 6 advisory representatives and 101 clients, or 16.8 clients per representative. That equates to $42.4M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Turtle Creek Trust record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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MARK EDWARD LANYON
Vice President
- CRD
- #2902878
Showing 1 of 4 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,550,328,446 | $3,334,040 |
| Non-Discretionary | $2,730,168,903 | $29,044,350 |
| Total | $4,280,497,349 | $7,657,419 |
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Separately Managed Accounts
SMA allocation detail is available
Turtle Creek Trust has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2025
Review the latest reported holdings
Turtle Creek Trust's 13F holdings detail is available for Q3 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.