# TURNING POINT BENEFIT GROUP, INC.

TURNING POINT BENEFIT GROUP, INC. of FREDERICK, MD is an SEC-registered investment adviser.

## Registration

- CRD: 301282
- Type: SEC-registered investment adviser
- SEC file number: 801-116895
- Location: 153 W PATRICK STREET, FREDERICK, MD, 21701
- Phone: 301-846-9336
- Latest filing: 2026-07-01
- Regulatory AUM: $339.4M
- Discretionary AUM: $339.4M
- Clients: 23
- Accounts: 1,804

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Mary Kathleen Troxell | CHIEF EXECUTIVE OFFICER; PRESIDENT & SHAREHOLDER | — |
| Craig S Marcello | PRESIDENT | — |
| Dane Leigh Grouell | CHIEF COMPLIANCE OFFICER | — |
| John Theodore Krupa | CHIEF COMPLIANCE OFFICER | — |
| TROXELL MARY KATHLEEN | PRESIDENT & SHAREHOLDER | — |
| STICKELMAN ALEXANDRA ROSE | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | — |
| Krupa John Theodore | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CAMP HILL | PA | 3 | (717) 774-7200 |
| — | — | 1 | (301) 846-9336 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301282/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301282/similar
- Related entities: https://search.stillhousedata.com/firm/301282/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301282

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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.