# TURNING POINT FINANCIAL, INC.

TURNING POINT FINANCIAL, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 138008
- Type: SEC-registered investment adviser
- SEC file number: 801-68437
- Location: 15720 BRIXHAM HILL AVE STE 300, CHARLOTTE, NC, 28277
- Phone: 704-243-4222
- Latest filing: 2026-02-14
- Regulatory AUM: $88.0M
- Discretionary AUM: $88.0M
- Clients: 2
- Accounts: 300

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| KENISON MARK LYNN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138008/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138008/similar
- Related entities: https://search.stillhousedata.com/firm/138008/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138008

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.