John Joseph Reilly

Employer firm

Turtle Creek Wealth Advisors, LLC CRD 322998

$2.76B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 07/2020
  Encap Investments, L.P
  Dallas, TX
• 01/2021 → 06/2023
  Stronghold Investment Management
  Dallas, TX
• 07/2023 → Present
  Turtle Creek Wealth Advisors
  Dallas, TX
• 07/2020 → 01/2021
  Unemployed
  Dallas, TX

Other Businesses

Perennial Ventures LLC: non-investment related: personal holding company: 3116 Hanover Dallas, TX: Managing Member since 2020: less than one hour per month during business and trading hours. SRP Mercury Employee Holdings LLC/ SRP Pontiac Employee Holdings LLC: non-investment related: holding company: 3811 Turtle Creek, Ste. 1100, Dallas, TX: CFO since 2020: less than 1 hour per month during business and trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-12

Designations

• Chartered Financial Analyst

Other Names

• Jack Reilly
• Jackie Reilly
• John Joseph Reilly