J P Turner & Company Capital Management, LLC (Atlanta)

J P Turner & Company Capital Management, LLC is a large advisory firm based in Atlanta. It manages $451.9 million of regulatory assets for 3,037 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

J P Turner & Company Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

J P Turner & Company Capital Management: assets under management

The assets under management (AUM) of J P Turner & Company Capital Management, LLC is $451.9 million. The firm's AUM has grown by 58713% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $447.31 million in discretionary accounts and $4.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $79.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J P Turner & Company Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J P Turner & Company Capital Management, LLC

J P Turner & Company Capital Management, LLC is owned by William Louis Mello. Rodney Kresge has been acting as President since 1 Nov 2010. Rcs Capital Corporation joined the executive team most recently as the Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Atlanta

The principal office where J P Turner & Company Capital Management, LLC performs its advisory services is located at One Buckhead Plaza, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-479-8300 or by fax 800-833-1329. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at jpturnercm.com.

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