Pring/Turner Capital Group, Inc.
- Regulatory AUM
- $297M
- Discretionary
- $296M
- Clients
- 190
- Avg AUM / client
- $1.6M
- Accounts
- 520
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $44.8M | 15.1% |
| High net worth individuals | 74 | $241M | 81.2% |
| Pension and profit sharing plans | Fewer than 5 | $6.1M | 2.05% |
| Charitable organizations | Fewer than 5 | $4.9M | 1.66% |
| Corporations and other businesses | Fewer than 5 | $1.1K | 0.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pring, Martin, John | Chairman | Jul 1988 (38y) | 25% – 50% | |
| Thomas John Kopas | Chief Executive Officer | Jul 2011 (15y) | 25% – 50% | |
| James William Kopas | Portfolio Manager, Chief Compliance Officer | Jun 2016 (10y) | 25% – 50% | |
| Iwaszewicz, Pamela | Financial Planner | Jun 2022 (4y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/26/2025 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $293M (99% of AUM) Sep 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 28, 2026.
View current Form ADV (SEC/IAPD) ↗