TURNING POINT BENEFIT GROUP, INC.
Legal name: TURNING POINT FINANCIAL
CRD #301282 SEC #801-116895 FREDERICK, MD 301-846-9336
SEC Registered
Total AUM
$383.1M
Discretionary
$383.1M
Employees
25
Clients
101
Accounts
2,659
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GROUELL, DANE, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| Krupa, John, Theodore | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Krupa, John, Theodore | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Krupa, John, Theodore | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Krupa, John, Theodore | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Krupa, John, Theodore | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Krupa, John, Theodore | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARCELLO, CRAIG, S | I | PRESIDENT | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| STICKELMAN, ALEXANDRA, ROSE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| TROXELL, MARY, KATHLEEN | I | PRESIDENT & SHAREHOLDER | E | Control |
| Troxell, Mary, Kathleen | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (23)
AR AZ CA CO DC DE FL GA LA MA MD MI NC NE NJ NY OH PA SC TN TX VA WV
Address
7210 CORPORATE CT.STE A
FREDERICK, MD 21703
United States
Phone: 301-846-9336