Herbert B. Turner

DAVIDSON INVESTMENT ADVISORS

Richmond, VA 23230

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CRD#: 5247812

Professional summary

Herbert Barrow Turner III, who also goes by H. Barrow Turner III, Herbert Barrow Turner, is a registered financial advisor currently at DAVIDSON INVESTMENT ADVISORS, INC. located in Richmond, Virginia.

Herbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Herbert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

H. Barrow Turner Iii | Herbert Barrow Turner

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 Herbert Barrow Turner III'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®

None

Experience

Current

March 1, 2023 - Present

DAVIDSON INVESTMENT ADVISORS, INC.

Office #1: 4901 Libbie Mill East Blvd. Suite 140, Richmond, VA 23230

RIA

CRD#: 110552

Richmond, VA

Past

January 20, 2015 - March 10, 2023

CAPRIN ASSET MANAGEMENT, LLC

RIA

CRD#: 106657

HENRICO, VA

Past

January 2, 2013 - January 20, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

RICHMOND, VA

Past

January 2, 2013 - January 20, 2015

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

RICHMOND, VA

Past

November 1, 2007 - January 2, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

RICHMOND, VA

Past

May 24, 2007 - January 2, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

RICHMOND, VA

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".

DAVIDSON INVESTMENT ADVISORS, INC.

CAPRIN ASSET MANAGEMENT, A DIVISION OF DAVIDSON INVESTMENT ADVISORS | SEACAP INVESTMENT ADVISORS | N/A | DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552 / SEC#: 801-10883

RIA

Registered Investment Advisory firm - (8/8/1975 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

Virginia
(3/1/2023)

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

State Security Law Exam

IAR

Series 66

Date: 10/31/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/20/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2007

General Securities Representative Examination

Current Firm

DAVIDSON INVESTMENT ADVISORS, INC.

CAPRIN ASSET MANAGEMENT, A DIVISION OF DAVIDSON INVESTMENT ADVISORS | SEACAP INVESTMENT ADVISORS | N/A | DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552 / SEC#: 801-10883

RIA

Registered Investment Advisory firm - (8/8/1975 Approved)

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Contact information

Main Address

8 Third Street North, Great Falls, MT 59401-3104

Mailing Address

Phone number

(406) 727-6111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAVIDSON INVESTMENT ADVISORS FIRM BROCHURE (8/29/2025)

CAPRIN, A DIVISION OF DAVIDSON INVESTMENT ADVISORS FIRM BROCHURE (8/29/2025)

DAVIDSON INVESTMENT ADVISORS WRAP BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts	4,368
AUM (Assets Under Management)	$ 5,033,311,528

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/13/2025	Cover Page	Report
09/27/2024	Cover Page	Report
11/13/2023	Cover Page	Report
12/22/2022	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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Advisor Monitoring

Firm Stability Insights

Herbert B. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herbert Barrow Turner III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPRIN ASSET MANAGEMENT, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

DAVIDSON INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2007

SIE

Date: 1/20/2015

Series 7

Date: 5/23/2007

Current Firm

DAVIDSON INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAVIDSON INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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