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TURNSTONE FINANCIAL

OT FINANCIAL, LLC

CRD 170738 · SEC 801-121769

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220 WEST MAIN STREET, TROY, OH, 45373, United States

Phone

937-875-2550

Fax

937-875-2553

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$169.8M

Discretionary AUM

$169.8M

Team

2 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; FEE SPLIT WITH UNDERLYING MANAGER

Org form

Other (specify)

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals82$17.8M
High net worth individuals31$111.8M

States served

NE, OH

All web addresses on file

Official SEC filing: View on IAPD