# Holmes & Turner Financial Services

Holmes & Turner Financial Services is a Bank / Wealth / Trust based in Bozeman, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bozeman, United States
- **Region:** North America
- **Address:** Bozeman, MT, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** holmesandturner.com
- **LinkedIn:** https://www.linkedin.com/company/holmes-turner

## Regulatory record

- **CRD number:** 113553
- **SEC file number:** 801-64030
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113553

## About

Founded in 1998 in Bozeman, Montana, Holmes & Turner Financial Services grew alongside the Gallatin Valley's economic expansion. The firm was built to serve the financial planning and asset management needs of local high-net-worth individuals, business owners, and nonprofit organizations. While the principals keep a deliberately low public profile, the practice's three-decade tenure places it among the longest-running independent wealth managers in the northern Rockies. The firm constructs multi-asset-class portfolios that span equities, fixed income, real assets, and private placements, often working with clients who hold concentrated positions in privately held operating businesses or land. Holmes & Turner's value proposition rests on integrating tax-aware financial planning with investment management, a model that suits entrepreneurs navigating single-stock or single-asset wealth concentrations. The firm typically helps clients think through pre-liquidity planning and post-transaction asset placement, including evaluating direct real estate opportunities in the Bozeman and Big Sky markets. Based solely in Bozeman, the firm operates with a lean team serving clients primarily across Montana and the intermountain West. Its structure avoids the platform-aggregation model common among national RIAs, instead functioning as a boutique where principals retain direct portfolio-level responsibility. Philanthropic advisory and trust coordination appear woven into the practice, consistent with the estate-planning complexity of ranch-owning and family-business clientele in the region. What truly distinguishes Holmes & Turner is its geographic monopoly on long-tenured, locally rooted wealth advice in a market that has experienced a generational wealth shock. Bozeman's real estate and business values have multiplied over the past decade, creating new fortunes and dramatically expanding the investable asset base of longtime residents. The firm's embeddedness — three decades of relationships predating the boom — gives it an informal but powerful pipeline into the liquidity events and succession transitions that produce new capital. No national firm can replicate that local, longitudinal trust without acquiring it.

## Questions

### What investment approach does Holmes & Turner follow?

The firm provides financial planning, portfolio management, and asset allocation across traditional asset classes. Its client-facing communications emphasize long-term planning and personal service. There is no public evidence of a dedicated alternatives allocation program or in-house direct investing capability.

### Does the firm disclose assets under management?

Holmes & Turner does not publicly disclose its assets under management. As a privately held regional advisory firm, it is not required to report AUM publicly, and it has not released this figure through media or regulatory filings that are accessible.

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Last updated: 2026-07-06T00:34:28.200Z

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