Daniel Gregory Stewart
Investment adviser representative at Topturn Capital, LLC
17 yearsExperience
1 stateRegistered in
$187.4MFirm assets
17 yearsFirm in business
Are you Daniel Gregory Stewart? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Topturn Capital, LLCJan 2026 to now
- Darchuck Stewart Capital Advisors, LLCNov 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Topturn Capital, LLC
$187.4MAssets managed
106Clients
3Advisers
17 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
- 3220485
- Firm CRD
- 151464