J P Turner & Company Capital Management, LLC (Atlanta)

Name: J P Turner & Company Capital Management, LLC
Address: One Buckhead Plaza, Atlanta, GA, 30305
Telephone: 404-479-8300

J P Turner & Company Capital Management, LLC is a large advisory firm based in Atlanta. It manages $451.9 million of regulatory assets for 3,037 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

J P Turner & Company Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

J P Turner & Company Capital Management: assets under management

The assets under management (AUM) of J P Turner & Company Capital Management, LLC is $451.9 million. The firm's AUM has grown by 58713% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $447.31 million in discretionary accounts and $4.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $79.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J P Turner & Company Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J P Turner & Company Capital Management, LLC

J P Turner & Company Capital Management, LLC is owned by William Louis Mello. Rodney Kresge has been acting as President since 1 Nov 2010. Rcs Capital Corporation joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Louis Mello	President	1 Nov 2002	50% - 75%	1491454
Timothy Wayne Mcafee	C.e.o.	1 Nov 2002	50% - 75%	1230884
Dean Anthony Vernoia	Vp business development	1 Nov 2002	Other	1723925
Stephen Cheryl Bauman	Director of compliance	1 Nov 2002	Other	2207311
Reza Ahmad Mokhberi	Vp national sales manager	1 Nov 2002	Other	2288279
Rodney Kresge	Director of compliance	1 May 2003	Other	2611596
Dean Anthony Vernoia	Chief operating officer	1 Aug 2003	Other	1723925
Clinton Datees Gharib	Director of managed products	1 Nov 2003	Other	2070991
Adam Brett Simon	Vice president of operations	1 Jan 2005	Other	2524249
Rodney Kresge	Director	1 Nov 2010	Other	2611596
Gary David Wachs	Chief compliance officer	1 Nov 2010	Other	1208274
Edward Barnett Woll	Chief compliance officer	1 Oct 2011	Other	1096606
William Louis Mello	Owner	1 Jan 2012	50% - 75%	1491454
Timothy Wayne Mcafee	Owner	1 Jan 2012	50% - 75%	1230884
Reed Norman Lengel	Svp	1 Dec 2012	Other	1040063
Braves Aquisition Llc	Member	1 May 2014	75% - 100%	46-4496437

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rcs Capital Corporation	Member	1 Jun 2014	75% - 100%	38-3894716
Rcs Capital Holdings	Member	1 Jun 2014	75% - 100%	46-4779238

Based in Atlanta

The principal office where J P Turner & Company Capital Management, LLC performs its advisory services is located at One Buckhead Plaza, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-479-8300 or by fax 800-833-1329. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at jpturnercm.com.