Topturn Capital, LLC

Topturn Capital, LLC, located in Monterey, California, is a registered investment adviser specializing in investment management, wealth management, financial planning, and consulting services. Established on September 15, 2009, the firm is owned by Dan Darchuck and Greg Stewart. With $178,358,890 in regulatory assets under management as of December 31, 2024, Topturn offers discretionary and non-discretionary management of investment portfolios, tailored to individual client needs. The firm primarily allocates assets among independent investment managers, ETFs, and individual securities, with a focus on comprehensive financial planning and risk management. Topturn charges fees based on a percentage of assets under management, with a minimum account size of $1,500,000, although smaller portfolios may be accepted based on specific criteria. The firm does not charge performance-based fees and acts with investment discretion, allowing it to make decisions on behalf of clients without prior consent. Topturn's investment strategies include fundamental, technical, and cyclical analysis, aiming to achieve superior risk-adjusted returns for clients. The firm also discloses its brokerage practices, custody arrangements, and voting policies to ensure transparency and client protection.