Turpin & Associates INC
% of assets managed in Indianapolis, IN
State registeredNo commissions reported
Public-record details
- Address
- 7098 N Shadeland Avenue, Suite C, Indianapolis, IN 46220
- Phone
- (317) 362-9697
- Listed under
- % of assets managed, Retirement plan consulting
- CRD number
- 122841
- Registration
- State registered: IN
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Pension consulting
- Regulatory assets under management
- $6.3 million
- Accounts managed
- 23
- Clients reported (Form ADV 5.D)
- 35
- Individual / high-net-worth clients
- 17 / 6
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2026-01-29
Read the official record
- SEC IAPD summary for CRD 122841 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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