Monica Eaker
Financial advisor at Turtle Creek Wealth Advisors, LLC · Dallas, TX
Last updated 2026-10-10
Claim your profileMonica Eaker is a financial advisor at Turtle Creek Wealth Advisors, LLC in Dallas, TX, CRD 5780980. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2017-04-11.
Registration
- CRD number
- 5780980
- Registration status
- Active
- IAPD registration
- 2017-04-11
- Industry Experience
- 9 years
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2015-01 to 2018-12 · Raymond James Financial Services, Inc · Dallas, TX
- 2015-01 to 2022-06 · Texas Capital Bank · Dallas, TX
- 2017-04 to 2018-12 · Raymond James Financial Services Advisors Inc. · Dallas, TX
- 2019-01 to 2022-06 · Texas Capital Bank Private Wealth Advisors · Dallas, TX
- 2019-01 to 2022-06 · Chalice Capital Partners, LLC · San Diego, CA
- 2022-07 to Present · Turtle Creek Wealth Advisors, LLC · Dallas, TX
Current employment
- Turtle Creek Wealth Advisors, LLC · Dallas, TX
Turtle Creek Wealth Advisors, LLC
- Regulatory AUM
- $2,757,918,120
- Registered advisors
- 17
- Offices
- 6
- Clients per advisor
- 8.2 (Low)
- Average AUM per client
- $19.7M (Moderate)
- High-net-worth client ratio
- 74.3% (High)
Turtle Creek Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Monica Eaker is a financial advisor at Turtle Creek Wealth Advisors, LLC in Dallas, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 9 years of industry experience and 11 years of reported work history.
Turtle Creek Wealth Advisors, LLC's firm-level Form ADV reports 17 advisors across 6 offices; approximately 8.2 clients per advisor, average assets per client of $19,699,415, and regulatory AUM of $2.8B; client categories including High net worth individuals, Pooled investment vehicles, Charitable organizations, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $470M across 133 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Monica Eaker personally.
Reported ETF positions
Turtle Creek Wealth Advisors reports 133 ETF positions worth $470M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $124.8M |
| SPY — SPDR S&P 500 ETF TRUST | $90.5M |
| IEFA — iShares Core MSCI EAFE ETF | $73.6M |
| IJH — iShares Core S&P Mid-Cap ETF | $31.8M |
| VEA — Vanguard FTSE Developed Markets ETF | $22.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Turtle Creek Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $412.5K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $412.5K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $17.3K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | AIRR — First Trust RBA American Industrial Renaissance ETF | $131.9K | Top 95.4% | Replicability (R²) 77.7% · Residual Sharpe 0.34 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Turtle Creek Wealth Advisors, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
2828 N. Harwood Street, Dallas, TX 75201
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 214-214-3110
- Website: turtlecreekwealth.com
Official record
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