Mark E. Lanyon

TURTLE CREEK TRUST

Dallas, TX 75219

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CRD#: 2902878

Professional summary

Mark Edward Lanyon, CFA is a registered financial advisor currently at TURTLE CREEK TRUST located in Dallas, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mark has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Lanyon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 16, 2020 - Present

TURTLE CREEK TRUST

Office #1: 3838 Oak Lawn Ave Suite 1650, Dallas, TX 75219

RIA

CRD#: 140212

Dallas, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TURTLE CREEK TRUST

ENCELADUS INVESTMENT MANAGEMENT, LLC | TURTLE CREEK TRUST | TURTLE CREEK MANAGEMENT, LLC

CRD#: 140212 / SEC#: 801-66626

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TURTLE CREEK TRUST

ENCELADUS INVESTMENT MANAGEMENT, LLC | TURTLE CREEK TRUST | TURTLE CREEK MANAGEMENT, LLC

CRD#: 140212 / SEC#: 801-66626

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

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Contact information

Main Address

3838 Oak Lawn Ave Suite 1650, Dallas, TX 75219

Mailing Address

Phone number

(214) 468-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCM FORM ADV 2A MARCH 2025 FINAL (3/31/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 3,661,746,284

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/29/2025	Cover Page	Report
10/25/2024	Cover Page	Report
08/24/2023	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark E. Lanyon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Lanyon's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURTLE CREEK TRUST

Primary Firm SEC Registration

TURTLE CREEK TRUST

State Registrations and Notice Filings

Exams

Current Firm

TURTLE CREEK TRUST

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TURTLE CREEK TRUST

TRUST BUT VERIFY

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