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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TURTLE CREEK TRUST

TURTLE CREEK MANAGEMENT, LLC, CRD 140212

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70bd1054-05b8-81d7-e9df-d278a3c2da62

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2012 to Mar 30, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.3BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $4.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $1.4Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 559
Individual clients: 5
High net worth clients: 96
Custody, client assets: $1.6B
SEC number: 801-66626
CIK: 140212
CRD: 140212
Filings on the tape: 23
First filed: Mar 31, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, TX
Website: turtlecreekdallas.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD CRAIG KNOCKE	n/a	DALLAS, TX	18	26	n/a	no
PHILIP CORDER WITTER KISTLER	Chartered Financial Analyst	DALLAS, TX	14	31	n/a	no
MARK EDWARD LANYON	Chartered Financial Analyst	DALLAS, TX	6	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KISTLER, PHILIP, CORDER WITTER	Manager	Na	yes	03/2006	Mar 30, 2026	Mar 30, 2026
KNOCKE, RICHARD, CRAIG	Manager	Na	yes	10/2007	Mar 30, 2026	Mar 30, 2026
TCTC HOLDINGS, LLC	SOLE MEMBER	E	yes	12/2009	Mar 30, 2026	Mar 30, 2026
KISTLER, PHILIP, CORDER WITTER	MANAGER AND MEMBER	D	yes	12/2009	Mar 31, 2012	Apr 4, 2024
KNOCKE, RICHARD, CRAIG	MANAGER AND MEMBER	D	yes	12/2009	Mar 31, 2012	Apr 4, 2024
WOOD, SARAH, HEIMBACH	CHIEF COMPLIANCE OFFICER	Na	no	05/2011	Mar 30, 2026	Mar 30, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TURTLE CREEK TRUST COMPANY, LTA	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$4.3B	$1.6B	10	6	0	n/a	n/a
2024	Mar 31, 2025	$3.7B	$1.3B	10	6	0	n/a	n/a
2023	Mar 28, 2024	$3.5B	$1.2B	10	6	0	n/a	n/a
2022	Mar 31, 2023	$3.2B	$998M	8	6	0	n/a	n/a
2021	Mar 31, 2022	$3.1B	$1.1B	9	7	0	n/a	n/a
2020	Mar 30, 2021	$2.6B	$946M	9	6	0	n/a	n/a
2019	Mar 30, 2020	$2.8B	$833M	9	6	0	n/a	n/a
2018	Mar 27, 2019	$2.7B	$736M	9	7	0	n/a	n/a
2017	Mar 29, 2018	$2.6B	$781M	9	7	0	n/a	n/a
2016	Mar 31, 2017	$2.4B	$752M	10	7	n/a	n/a	n/a
2015	Mar 29, 2016	$2.3B	$745M	10	7	n/a	n/a	n/a
2014	Mar 31, 2015	$2.3B	$792M	10	7	n/a	n/a	n/a
2013	Mar 28, 2014	$2.4B	$709M	9	6	n/a	n/a	n/a
2012	Mar 27, 2013	$2.1B	$527M	9	6	n/a	n/a	n/a
2011	Mar 31, 2012	$1.6B	$438M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.3B	$3.7B	16.9%	$3.2B	10.5%	10	10	0	0

Relationships

Registered with (3)

← MARK EDWARD LANYONAdvisorregistration: current employment
Jul 16, 2020 to presentfactForm ADV
← PHILIP CORDER WITTER KISTLERAdvisorregistration: current employment
Oct 3, 2011 to presentfactForm ADV
← RICHARD CRAIG KNOCKEAdvisorregistration: current employment
Nov 30, 2007 to presentfactForm ADV

Controls (3)

← KISTLER, PHILIP, CORDER WITTEROwnerMANAGER AND MEMBER, ownership code D, individual
Mar 31, 2012 to Apr 4, 2024factForm ADV
← KNOCKE, RICHARD, CRAIGOwnerMANAGER AND MEMBER, ownership code D, individual
Mar 31, 2012 to Apr 4, 2024factForm ADV
← TCTC HOLDINGS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 31, 2012 to Apr 4, 2024factForm ADV

Owns (1)

← WOOD, SARAH, HEIMBACHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2012 to Apr 4, 2024factForm ADV

Dated events

Occurred
Feb 4, 2019
Control person left
Kevin Richard Hardage (Manager) no longer on Schedule A of Turtle Creek Trust (listed 2018-03-29, absent 2019-02-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70bd1054-05b8-81d7-e9df-d278a3c2da62
First observed: Mar 31, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TURTLE CREEK TRUST

TURTLE CREEK MANAGEMENT, LLC, CRD 140212

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70bd1054-05b8-81d7-e9df-d278a3c2da62

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD CRAIG KNOCKE

n/a

DALLAS, TX

n/a

PHILIP CORDER WITTER KISTLER

Chartered Financial Analyst

DALLAS, TX

n/a

MARK EDWARD LANYON

Chartered Financial Analyst

DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KISTLER, PHILIP, CORDER WITTER

Manager

yes

03/2006

Mar 30, 2026

KNOCKE, RICHARD, CRAIG

Manager

yes

10/2007

Mar 30, 2026

TCTC HOLDINGS, LLC

SOLE MEMBER

yes

12/2009

Mar 30, 2026

KISTLER, PHILIP, CORDER WITTER

MANAGER AND MEMBER

yes

12/2009

Mar 31, 2012

Apr 4, 2024

KNOCKE, RICHARD, CRAIG

MANAGER AND MEMBER

yes

12/2009

Mar 31, 2012

Apr 4, 2024

WOOD, SARAH, HEIMBACH

CHIEF COMPLIANCE OFFICER

05/2011

Mar 30, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TURTLE CREEK TRUST COMPANY, LTA

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$4.3B

$1.6B

n/a

2024

Mar 31, 2025

$3.7B

$1.3B

n/a

2023

Mar 28, 2024

$3.5B

$1.2B

n/a

2022

Mar 31, 2023

$3.2B

$998M

n/a

2021

Mar 31, 2022

$3.1B

$1.1B

n/a

2020

Mar 30, 2021

$2.6B

$946M

n/a

2019

Mar 30, 2020

$2.8B

$833M

n/a

2018

Mar 27, 2019

$2.7B

$736M

n/a

2017

Mar 29, 2018

$2.6B

$781M

n/a

2016

Mar 31, 2017

$2.4B

$752M

n/a

2015

Mar 29, 2016

$2.3B

$745M

n/a

2014

Mar 31, 2015

$2.3B

$792M

n/a

2013

Mar 28, 2014

$2.4B

$709M

n/a

2012

Mar 27, 2013

$2.1B

$527M

n/a

2011

Mar 31, 2012

$1.6B

$438M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.3B

$3.7B

16.9%

$3.2B

10.5%