Holmes & Turner Financial Services, Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David John Turner | President & Chief Compliance Officer | Sep 1998 (28y) | 10% – 25% | |
| Hebron, William, Bruce | Shareholder | Jan 2012 (15y) | 10% – 25% | |
| Moulton, Duane, William | Shareholder | Jan 2012 (15y) | 10% – 25% | |
| Turner, Ernest, John | Shareholder | Jan 2012 (15y) | 10% – 25% | |
| Turner, Laura, Lynn | Shareholder | Jan 2012 (15y) | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
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) | 02/04/2026 | 1.03 MB | 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
- • Other fees
- • REFERRAL FEES
Services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $64.0M (87% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗