SourcingSourcing

TURNER FINANCIAL GROUP, INC.

C47
CRD 134204·SEC 801-129021·PACE, FL
AUM
$229.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$689K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TURNER FINANCIAL GROUP, INC.
CRD
134204
SEC file #
801-129021
EIN
—
DBA names
—

Economics

AUM
$229.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$171.0M → $229.6M▲ +34%
Client mix
Individuals Other490
Charitable Organizations73
Individuals High Net Worth57

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
PACE FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
gfthomasadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NOBLE ALPHA, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
NOBLE ALPHA, LLC
ALMANZA, PATTI, SUE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GFTHOMASADVISORY.COM
Rdap Domain Creation Date
2011-01-05T22:05:16Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2896
Soi Zip Pct 200k Plus
0.0687
Soi Zip Returns 200k Plus
1,300
Soi Zip Total AGI
1,613,089
Fdic Zip Total Deposits
4,601,048,000
Fdic Zip Branch Count
157
Fdic Zip Top Banks
Regions Bank
Synovus Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Goldman Sachs2
Folio Institutional1
Fdic Zip Branches Raw
Regions Bank of FloridaSanta Rosa County, FL
Regions Bank of FloridaSanta Rosa County, FL
Fdic Zip HHI
1679.09
Fdic Zip Top Bank Share Pct
34.73
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-05T22:05:16Z
Rdap Domain Last Changed
2026-01-06T12:09:45Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,494
Returns4,390
Stub 2
AGI149,274
Returns4,060
Stub 3
AGI170,555
Returns2,760
Soi Zip Total Business Income
38,620
Soi Zip Total Cap Gains
61,293
Soi Zip Total Dividends
15,588
Soi Zip Total Returns
18,920
Trust Company Affiliate
No

People (9)

9
TANG, ANDREW
IAR · Executive Officer · 2.5%
3157581
ALMANZA, PATTI, SUE
Executive Officer · 2.5%
4067774
SCOTT ALLEN KLAASSEN
IAR
3098168
LEONARD PETER HAYDUCHOK
IAR
2534769
MOHAMMED SULTAN GHOURI
IAR
5737329
SHANE MARK SCOTT
IAR
7229005
GARY FORREST THOMAS
IAR
1411067
Thavaselan Subramaniam
IAR
1948362
Ryan Michael Filiaggi
IAR
5060129