RIA Intel›Advisers›Ohio›TURNING POINT ADVISORS, LLC

TURNING POINT ADVISORS, LLC

Advisory

NOVELTY, OH

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$343K

across 124 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$34M

Non-Discretionary AUM$9M

Discretionary %79.5%

Total Clients51

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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