Keith Douglas Smith
Investment adviser representative at Turner Capital Investments, LLC
15 yearsExperience
1 stateRegistered in
$107.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Hub International GroupNov 2021 to now
- Turner Capital Investments, LLCNov 2017 to now
- Erisa Group, LLCJan 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Turner Capital Investments, LLC
$107.2MAssets managed
337Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2219973
- Firm CRD
- 146134