Turning Point Benefit Group, Inc.
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 794
- Avg AUM / client
- $427K
- Accounts
- 1,804
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 683 | $152M | 44.7% |
| High net worth individuals | 101 | $187M | 55.1% |
| Charitable organizations | 5 | $655K | 0.19% |
| Corporations and other businesses | 5 | $294K | 0.09% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mary Kathleen Troxell | President & Shareholder | Jan 1994 (33y) | 75% or more | |
| Krupa, John, Theodore | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Brennan Ambrose Gmeiner | Registered representative | Jul 2019 (7y) | ||
| Jonathan Paul Good | Registered representative | Jul 2023 (3y) | ||
| Michael James Good | Registered representative | Jul 2023 (3y) | ||
| James Daniel Good | Registered representative | CFP Chartered Financial Consultant | Aug 2023 (3y) | |
| Eric Dennis Tereo | Registered representative | Oct 2023 (3y) | ||
| Kurt August Lalomia | Registered representative | CFP | Nov 2023 (3y) | |
| Ryan Morisey | Registered representative | Aug 2024 (2y) | ||
| Thomas Joseph Pignone | Registered representative | Jan 2025 (2y) | ||
| William John Heil | Registered representative | CFP | Feb 2025 (1y) | |
| Craig S Marcello | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| David D Strausser | Registered representative | Oct 2025 (1y) | ||
| Craig Saleem Marcello | Registered representative | Dec 2025 (1y) | ||
| Dane Leigh Grouell | Registered representative | Dec 2025 (1y) | ||
| Corey A Grimes | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- SEI Private Trust $347M (102% of AUM) Jul 2026
- Charles Schwab & Co. $105M (31% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗