Wealth manager, public-company owned · Dallas, TX
Turtle Creek Wealth Advisors, LLC
SEC-registered investment adviser · CRD 322998 · SEC 801-127123
At a glance
Turtle Creek Wealth Advisors, LLC is an SEC-registered investment adviser based in Dallas, Texas, with $2.8 billion in regulatory assets under management as of its Form ADV filed August 5, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 104 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 576th of 8,915 wealth managers and 2,985th of 17,210 SEC-registered advisers by assets.
Main office 214-214-3110turtlecreekwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among wealth managers
- #576 of 8,915
- Rank among all SEC RIAs
- #2,985 of 17,210
- Rank in Texas
- #148 of 1,081
- Individual clients
- 104
- High-net-worth clients
- 104
- Accounts
- 1,435
- Discretionary
- 96% of AUM
- Employees
- 26
- Advisory staff
- 20
- Offices
- 4
Owners and executives on its Form ADV
- Dale L. CloudChief Operating Officer, Elected Manager
- Carolyn L. MillerOwner
- Alan L. MillerChief Executive Officer, Elected Manager
- John J. ReillyChief Investment Officer
- David S. SpikaChief Market Strategist
- Monica EakerChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 104 | $2.3B | 85% |
| Charitable organizations | 26 | $293M | 11% |
| Pooled investment vehicles | 6 | $75M | 3% |
| Corporations or other businesses | 4 | $42M | 2% |
Private funds
Turtle Creek Wealth Advisors, LLC reports 6 private funds with $73M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Turtle Creek Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗turtlecreekwealth.com ↗
AtlasMembers
The full record on Turtle Creek Wealth Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,463 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Turtle Creek Wealth Advisors, LLC manage?
Turtle Creek Wealth Advisors, LLC reports $2.8 billion in regulatory assets under management across 1,435 accounts, 96% of it on a discretionary basis, on its Form ADV filed August 5, 2026.
What kind of firm is Turtle Creek Wealth Advisors, LLC?
Turtle Creek Wealth Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Turtle Creek Wealth Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($2.3 billion, 104 clients); charitable organizations ($293 million, 26 clients); pooled investment vehicles ($75 million, 6 clients).
Does Turtle Creek Wealth Advisors, LLC manage private funds?
Yes. It reports 6 private funds with $73 million in gross assets, including private equity funds, other private funds.
Does Turtle Creek Wealth Advisors, LLC have any disciplinary history?
Turtle Creek Wealth Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Turtle Creek Wealth Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →