Topturn Capital, LLC

Topturn Capital, LLC (CRD# 151464) is a financial advisory firm headquartered in Monterey, CA. They manage $103,194,119 in 220 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $469,064
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, TX, UT

Financial Advisors at Topturn Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Danny N. Darchuck
CRD#: 1241982
30 Ragsdale Drive, Suite 100, Monterey, CA 93940
96
Wealthminder
score

Danny Darchuck (CRD# 1241982) is an Investment Advisor Representative working at Topturn Capital, LLC in Monterey, CA and has over 19 years of experience in the finance industry. Danny Darchuck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel G. Stewart
CRD#: 3220485
30 Ragsdale Drive, Suite 100, Monterey, CA 93940
93
Wealthminder
score

Daniel Stewart (CRD# 3220485) is an Investment Advisor Representative working at Topturn Capital, LLC in Monterey, CA and has over 18 years of experience in the finance industry.

3
Zachary D. Boelsterli
CRD#: 6597565
30 Ragsdale Drive, Suite 100, Monterey, CA 93940
87
Wealthminder
score

Zachary Boelsterli (CRD# 6597565) is an Investment Advisor Representative working at Topturn Capital, LLC in Monterey, CA and has 1 year of experience in the finance industry.

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