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Turner David Kay (Bridgeport)


Turner David Kay is a large advisory firm based in Bridgeport. It manages $66.53 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of West Virginia.




Turner David Kay provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Turner David Kay: assets under management

The assets under management (AUM) of Turner David Kay is $66.53 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.35 million in discretionary accounts and $7.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.59 million.

Fees & Commissions

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

Based in Bridgeport

The principal office where Turner David Kay performs its advisory services is located at 130 Carriage Ln, Bridgeport, WV 26330 1347, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 304-842-5724. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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