Turn8 Private Wealth Inc.
- Regulatory AUM
- $350M
- Discretionary
- $350M
- Clients
- 293
- Avg AUM / client
- $1.2M
- Accounts
- 1,123
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $4.8M | 1.36% |
| High net worth individuals | 129 | $63.2M | 18.1% |
| Pooled investment vehicles (non-investment companies) | 5 | $282M | 80.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Stuart Mcfadzean | Chief Compliance Officer, Chief Investment Officer, And President | CFA | Nov 2013 (13y) | Less than 5% |
| Havill, Robert, Thomas Lindsay | Manager | Jun 2018 (8y) | 10% – 25% | |
| Spear, Shauna | Director Of Operations | Aug 2018 (8y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Csm Trust | Owner | Mar 2015 | A | 75% or more |
Undisclosed: 0% – 10% 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) | 05/29/2026 | 940 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
- • Other fees
- • SUBADVISOR FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Publication of periodicals or newsletters
Custody
Reported custodians
- National Bank Independent Network $268M (77% of AUM) May 2026
- Charles Schwab & Co. $35.8M (10% of AUM) May 2026
- Interactive Brokers $15.5M (10% of AUM) Aug 2020
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: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗