Turtle Creek Trust
Dallas, TX·SEC-registered · CRD #140212
Turtle Creek Trust is an SEC-registered investment advisory firm in Dallas, TX managing $4.3B across 653 client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.3B
Client accounts
653
Advisory staff
6
Fee model
Fee-only
How Turtle Creek Trust is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Turtle Creek Trust
How much does Turtle Creek Trust manage?
Per its most recent SEC Form ADV filing (03/30/2026), Turtle Creek Trust reports $4.3B in regulatory assets under management across roughly 653 client accounts.
How does Turtle Creek Trust charge?
Turtle Creek Trust is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Turtle Creek Trust a fiduciary?
Yes. Turtle Creek Trust is registered with the U.S. Securities and Exchange Commission (CRD #140212), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Turtle Creek Trust taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Turtle Creek Trust and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Turtle Creek Trust's public SEC Form ADV filing (CRD #140212, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Turtle Creek Trust. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Turtle Creek Trust? Claim this profile.