T
$2.8B Total AUM
$2.6B Disc. AUM
-- 3Y CAGR
26 Employees
140 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EmberEagle frontier +more
- Established Date
- 09-01-2022
- Office Locations
- 5
Office Locations
1885 ST James Place STE 950 Houston TX
2828 N. Harwood Street Suite 1250 Dallas TX
6300 BEE Cave Road Suite 200 Austin TX
About Turtle Creek Wealth Advisors, LLC
Turtle Creek Wealth Advisors is a Texas-based multi-family office providing customized investment advisory, family office support, and integrated tax and estate planning for families and large investors. The team brings experience across oil and gas, healthcare, ranching, and real estate, and offers select opportunities to invest alongside its founding families. Custody includes Charles Schwab.
Team overview
46 AVG AGE
$137.9M AVG AUM / ADVISOR
$19.7M AVG AUM / CLIENT
2.6 yrs AVG TENURE
26 Employees
20 Advisory Reps
17 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vital horizon Prime Vital signal Radial Quantum Meridian Vector beacon Bridge Foundation Glacier capital Peak catalyst
Client Personas
Capital
Custodian
Vertex Vector Peak insight Meridian Oak Pioneer pathway Glacier pathway Unison element Value Frontier Horizon unison Vector
Investment Themes
Harbor Wave vital Radial
Investment Vehicles
Capital Harbor
Platform
Peak focus Vector value
Services
Catalyst eagle Matrix glacier Horizon Legacy Ember element Pioneer Vital Catalyst Signal
Technology
Foundation delta Insight Catalyst bridge
Owner & Executives
C
CAROLYN LACY MILLER
Director of Finance, Owner
- CRD
- --
- Ownership
- 5% but less than 10%
(350) 459-2978
legacy.beacon@optimacapital.com
in linkedin.com/in/wave-unison
DALE LITTLETON CLOUD JR
CHIEF OPERATING OFFICER
- CRD
- #5566760
- Ownership
- Less than 5%
(669) 603-6441
atlas.vital@timbercapital.com
in linkedin.com/in/legacy-fusion
V
Vital atlas
Pathway prime north
- CRD
- #45384
- Ownership
- 11.8%
(540) 281-5696
insight.wave@insightcapital.com
in linkedin.com/in/foundation-bridge
Showing 2 of 6 owners & executives
Unlock allContacts
BENJAMIN GARRETT CARTER
Investment Advisor
- CRD
- #7640957
(673) 207-3279
quantum.horizon@northcapital.com
in linkedin.com/in/crest-radial
Emily Dawson Clock
Client Advisor
- CRD
- #6432314
(661) 339-9375
oak.element@valuecapital.com
in linkedin.com/in/harbor-eagle
F
Foundation alpha
Crest oak
- CRD
- #54972
(495) 934-6998
fusion.quantum@peakcapital.com
in linkedin.com/in/unison-fusion
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,647,864,897 | $2,049,712 |
| Non-Discretionary | $110,053,223 | $1,936,564 |
| Total | $2,757,918,120 | $2,043,231 |
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Separately Managed Accounts
Total SMA Asset: $2,682,528,548
Equity - Exchange:
6.1% Public Funds:
18.6% Cash:
19.6% Municipal Bonds:
11.9% Private Funds:
16.3% U.S. Government/Agency:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $423,520,173 | 6.1% |
| Public Funds | $1,291,389,379 | 18.6% |
| Cash | $1,360,818,916 | 19.6% |
| Municipal Bonds | $826,211,484 | 11.9% |
| Private Funds | $1,131,701,445 | 16.3% |
| U.S. Government/Agency | $1,909,312,254 | 27.5% |
| Total | $6,942,953,651 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA FUSION | VALUE TIMBER | 1UDOTB1C2 | IVHIH | 4.61% | $105,951,118 |
| TIMBER RIDGE LEGACY | VERTEX RADIAL | KKP0BLFD6 | YJUZ | 8.67% | $115,804,118 |
| ZENITH FOCUS | EMBER BEACON | WOS1L4RI0 | WZMHA | 9.40% | $78,820,454 |
| FUSION RIDGE QUANTUM | ATLAS FOUNDATION | 0T7NW69EZ | STV | 5.98% | $22,804,515 |
| MERIDIAN DELTA MOMENTUM | FRONTIER CAPITAL | 6NFKVW4RZ | JUNX | 9.31% | $93,717,887 |
| FUSION BEACON | HARBOR VALUE | 7C4JUGZ11 | UPVQS | 9.26% | $18,778,353 |
| GLACIER DELTA | OPTIMA WAVE | AAGYXG3VD | QFTGD | 10.85% | $6,339,192 |
| CATALYST VITAL HARBOR | PRIME ALPHA | QIKHM1UWK | TKS | 10.86% | $35,516,910 |