TURNING POINT ADVISORS, LLC

TURNING POINT ADVISORS, LLC of NOVELTY, OH is an SEC-registered investment adviser (CRD 291633). Regulatory assets under management: $42.6M.

Registration

• CRD: 291633
• Type: Registered investment adviser
• Location: 15550 PRIORWAY DR, NOVELTY, OH, 44072
• Phone: 216-815-0770
• Latest filing: 2026-03-06
• Regulatory AUM: $42.6M
• Discretionary AUM: $33.8M
• Non-discretionary AUM: $8.7M
• Clients: 2
• Accounts: 124

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search