CRD: 322998
Turtle Creek Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2022
- Office Locations
- 5
Office Locations
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.
Reported data analysis
What the numbers show
Between October 17, 2025 and August 5, 2026, reported AUM increased 61.1%, from $1.7B to $2.8B.
Across 4 reported observations, AUM increased 1134.2% between December 18, 2023 and August 5, 2026, from $223.5M to $2.8B.
Of the latest reported AUM, 96.0% is discretionary and 4.0% is non-discretionary.
The firm reports 20 advisory representatives and 140 clients, or 7 clients per representative. That equates to $19.7M in reported AUM per client.
The profile lists 5 reported office locations and 4 years in operation. The source data was last updated on August 5, 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
- Platform
- Services
- Technology
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Owner & Executives
CAROLYN LACY MILLER
Director of Finance, Owner
- CRD
- --
- Ownership
- 5% but less than 10%
DALE LITTLETON CLOUD JR
CHIEF OPERATING OFFICER
- CRD
- #5566760
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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BENJAMIN GARRETT CARTER
Investment Advisor
- CRD
- #7640957
Emily Dawson Clock
Client Advisor
- CRD
- #6432314
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,647,864,897 | $1,965,750 |
| Non-Discretionary | $110,053,223 | $1,250,605 |
| Total | $2,757,918,120 | $1,921,894 |
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Separately Managed Accounts
SMA allocation detail is available
Turtle Creek Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Turtle Creek Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.