← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（12/02/2024）
TURTLE CREEK WEALTH ADVISORS, LLC · 所有者与执行高管（CRD 322998）
机构事实页：TURTLE CREEK WEALTH ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/322998
Schedule A · 直接所有者（12 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CLOUD, DALE, LITTLETON | 个人 | CHIEF OPERATING OFFICER, ELECTED MANAGER | 是 | NA |
| CARTER, BENJAMIN, GARRETT | 个人 | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | 是 | NA |
| MILLER, CAROLYN, LACY | 个人 | OWNER | — | A |
| MANSEFELDT TC MANAGEMENT PARTNERS | 境内实体 | OWNER | — | B |
| SALT CREEK WEALTH MANAGEMENT, LLC | 境内实体 | OWNER | — | B |
| KALB, GREGORY, SCOTT | 个人 | CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER | 是 | NA |
| Miller, Alan, Luther | 个人 | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | 是 | NA |
| KYLE MILLER FAMILY 2014 TRUST | 境内实体 | OWNER | — | B |
| MEREDITH LEE MILLER 2006 LIFETIME TRUST | 境内实体 | OWNER | — | B |
| DAVID BRUCE MILLER 2022 TRUST | 境内实体 | OWNER | — | B |
| REILLY, JOHN, JOSEPH | 个人 | CO-CHIEF INVESTMENT OFFICER | — | NA |
| SPIKA, DAVID, SCOTT | 个人 | CHIEF MARKET STRATEGIST | — | NA |
Schedule B · 执行高管（23 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MILLER, KYLE, DAVID | TRUSTEE | 是 |
| BEBEE, MEREDITH, LEE MILLER | TRUSTEE | 是 |
| MILLER, DAVID, B | TRUSTEE | 是 |
| STAI, DIAN, GRAVES | GENERAL PARTNER | 是 |
| TAYDON INVESTMENTS, LLC | ELECTED MANAGER | 是 |
| MATTHEWS, KADE, LEGETT | OWNER | 是 |
| JOHN A. MATTHEWS, JR. REVOCABLE LIVING TRUST | OWNER | 是 |
| 2MW, LP | OWNER | 是 |
| MATTHEWS, JOHN, ALEXANDER | TRUSTEE | 是 |
| MATTHEWS, KADE, LEGETT | OWNER AND MANAGER | 是 |
| FREDERICK, MARGARET, MATTHEWS | OWNER | 是 |
| NICHOLSON, MEREDITH, MATTHEWS | OWNER | 是 |
| WATT REYNOLDS MATTHEWS REVOCABLE TRUST NO. 1 | OWNER | 是 |
| FIRST FINANCIAL TRUST & ASSET MANAGEMENT COMPANY, N.A. | TRUSTEE | 是 |
| KLM OIL PROPERTIES, LLC | GENERAL PARTNER | 是 |
| MATTHEWS, KADE, LEGETT | OWNER AND MANAGER | 是 |
| MANSEFELDT INVESTMENT CORPORATION | GENERAL PARTNER | 是 |
| BRIDWELL, TUCKER, S | GENERAL PARTNER | 是 |
| DIAN GRAVES OWEN FOUNDATION | GENERAL PARTNER | 是 |
| BEARD, JANE, VARNER | GENERAL PARTNER | 是 |
| MOORE, LAMAR, H. | GENERAL PARTNER | 是 |
| STAI, DIAN, GRAVES | OWNER | 是 |
| FIRST FINANCIAL BANKSHARES, INC. | OWNER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
