Turning Point Benefit Group, Inc.
● SEC registered since 2019CRD 301282SEC# 801-116895Frederick, MD
Reg. AUM
$339.4M
Employees
23
Accounts
1,804
Location
Frederick, MD
Turning Point Benefit Group, Inc. assets under management
Turning Point Benefit Group, Inc. operates as an SEC-registered investment adviser based in Frederick, MD. The firm has been registered since 2019. It reports $339.4 million in regulatory assets under management and employs 23 people.
Turning Point Benefit Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig S Marcello Control | President | Under 5% | 2025 |
| Dane Leigh Grouell | Chief Compliance Officer | Under 5% | 2025 |
| Mary Kathleen Troxell Control | Chief Executive Officer | Over 75% | 1994 |
Frequently asked questions
How much does Turning Point Benefit Group, Inc. manage?
Turning Point Benefit Group, Inc. reports $339.4 million in regulatory assets under management on its Form ADV.
How many employees does Turning Point Benefit Group, Inc. have?
Turning Point Benefit Group, Inc. reports 23 employees.
Where is Turning Point Benefit Group, Inc. located?
Turning Point Benefit Group, Inc. is based in Frederick, MD and has been SEC-registered since 2019.
Does Turning Point Benefit Group, Inc. disclose fund performance?
Turning Point Benefit Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7210 Corporate Ct., Ste a, Frederick, MD 21703 |
| Phone | 301-846-9336 |
| Fax | 301-732-5549 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$339.4M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$339.4Mregulatory AUM
Discretionary $339.4M