RIA Intel›Advisers›Maryland›TURNING POINT BENEFIT GROUP, INC.

TURNING POINT BENEFIT GROUP, INC.

Advisory

N·FREDERICK, MD

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM
$339M
1-Year AUM Growth
+30.2%
3-Year CAGR
+18.7%
Employees
15
Assets Under Management
Total AUM$339M
Discretionary AUM$339M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,501
Team
Total Employees15
Investment Advisers23
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record41
First FilingApr 17, 2019
Latest FilingJul 1, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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