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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD 111257

ORANGE VILLAGE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b53d5e1f-4376-c335-ac33-09d6ea56bb82

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Mar 22, 2012 to Mar 10, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $773MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $769M
Private client RAUM: $736MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 276
Individual clients: 108
High net worth clients: 158
SEC number: 801-56362
CRD: 111257
Filings on the tape: 25
First filed: Mar 22, 2012
Latest filed: Mar 10, 2026
Organised: Corporation, OH
Website: nppmcorp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DIANE MARIE STACK	Chartered Financial Analyst	ORANGE VILLAGE, OH	25	27	n/a	no
DANIEL JOSEPH DREILING	n/a	ORANGE VILLAGE, OH	19	25	n/a	no
David M Mrosko	Chartered Financial Analyst	ORANGE VILLAGE, OH	4	21	n/a	no
Lindsey Marie Cutright	Certified Financial Planner	ORANGE VILLAGE, OH	1	23	n/a	no
Jeffrey Lee Hertel	Chartered Financial Analyst	ORANGE VILLAGE, OH	0	9	n/a	no
JAMES PATRICK KELLY	Chartered Financial Analyst	ORANGE VILLAGE, OH	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DREILING, DANIEL, JOSEPH	EXECUTIVE VICE PRESIDENT & TREASURER	C	yes	12/2022	Mar 22, 2012	Dec 6, 2024
Mrosko, David, M	EXECUTIVE VICE PRESIDENT	C	yes	12/2022	Mar 13, 2023	Dec 6, 2024
STACK, DIANE, MARIE	CHIEF COMPLIANCE OFFICER,PRESIDENT & SECRETARY	C	yes	12/2022	Mar 22, 2012	Dec 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$773M	$769M	7	6	0	n/a	n/a
2024	Mar 12, 2025	$783M	$779M	5	4	0	n/a	n/a
2023	Mar 11, 2024	$723M	$720M	5	4	0	n/a	n/a
2022	Mar 13, 2023	$785M	$782M	5	4	0	n/a	n/a
2021	Mar 18, 2022	$986M	$984M	5	4	0	n/a	n/a
2020	Mar 11, 2021	$870M	$866M	5	4	0	n/a	n/a
2019	Mar 29, 2020	$779M	$777M	5	4	0	n/a	n/a
2018	Mar 27, 2019	$635M	$632M	5	4	0	n/a	n/a
2017	Mar 27, 2018	$763M	$760M	5	4	0	n/a	n/a
2016	Mar 17, 2017	$702M	$697M	5	4	n/a	n/a	n/a
2015	Mar 18, 2016	$679M	$674M	4	3	n/a	n/a	n/a
2014	Mar 18, 2015	$684M	$679M	4	3	n/a	n/a	n/a
2013	Mar 26, 2014	$628M	$626M	4	3	n/a	n/a	n/a
2012	Mar 22, 2013	$494M	$491M	4	3	n/a	n/a	n/a
2011	Mar 22, 2012	$440M	$439M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$773M	$783M	-1.2%	$785M	-0.5%	7	5	0	0

Relationships

Registered with (8)

← JAMES PATRICK KELLYAdvisorregistration: current employment
Mar 25, 2026 to presentfactForm ADV
← Jeffrey Lee HertelAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Lindsey Marie CutrightAdvisorregistration: current employment
Jun 16, 2025 to presentfactForm ADV
← David M MroskoAdvisorregistration: current employment
Jun 16, 2022 to presentfactForm ADV
← DANIEL JOSEPH DREILINGAdvisorregistration: current employment
Dec 1, 2006 to presentfactForm ADV
← DIANE MARIE STACKAdvisorregistration: current employment
Mar 7, 2001 to presentfactForm ADV
← Daniel WelkerAdvisorregistration: previous registration
Jan 26, 2017 to Jul 19, 2021factForm ADV
← JOSEPH ANTHONY MINERAdvisorregistration: previous registration
Jun 17, 2004 to Jan 4, 2005factForm ADV

Controls (3)

← DREILING, DANIEL, JOSEPHOwnerEXECUTIVE VICE PRESIDENT & TREASURER, ownership code C, individual
Mar 22, 2012 to Dec 6, 2024factForm ADV
← STACK, DIANE, MARIEOwnerCHIEF COMPLIANCE OFFICER,PRESIDENT & SECRETARY, ownership code C, individual
Mar 22, 2012 to Dec 6, 2024factForm ADV
← Mrosko, David, MOwnerEXECUTIVE VICE PRESIDENT, ownership code C, individual
Mar 13, 2023 to Dec 6, 2024factForm ADV

Dated events

Occurred
Mar 13, 2023
Control person joined
M David Mrosko (Executive Vice President) appeared on Schedule A of North Point Portfolio Managers Corporation
Form ADVobserved 5 days ago
Occurred
Mar 13, 2023
Control person left
James Ronald Lang (President And Secretary) no longer on Schedule A of North Point Portfolio Managers Corporation (listed 2022-06-21, absent 2023-03-13)
Form ADVobserved 5 days ago
Occurred
Oct 26, 2021
Control person left
Michael Philip Daniel Welker (Vice President) no longer on Schedule A of North Point Portfolio Managers Corporation (listed 2021-03-11, absent 2021-10-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b53d5e1f-4376-c335-ac33-09d6ea56bb82
First observed: Mar 22, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD 111257

ORANGE VILLAGE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b53d5e1f-4376-c335-ac33-09d6ea56bb82

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DIANE MARIE STACK

Chartered Financial Analyst

ORANGE VILLAGE, OH

n/a

DANIEL JOSEPH DREILING

n/a

ORANGE VILLAGE, OH

n/a

David M Mrosko

Chartered Financial Analyst

ORANGE VILLAGE, OH

n/a

Lindsey Marie Cutright

Certified Financial Planner

ORANGE VILLAGE, OH

n/a

Jeffrey Lee Hertel

Chartered Financial Analyst

ORANGE VILLAGE, OH

n/a

JAMES PATRICK KELLY

Chartered Financial Analyst

ORANGE VILLAGE, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DREILING, DANIEL, JOSEPH

EXECUTIVE VICE PRESIDENT & TREASURER

yes

12/2022

Mar 22, 2012

Dec 6, 2024

Mrosko, David, M

EXECUTIVE VICE PRESIDENT

yes

12/2022

Mar 13, 2023

Dec 6, 2024

STACK, DIANE, MARIE

CHIEF COMPLIANCE OFFICER,PRESIDENT & SECRETARY

yes

12/2022

Mar 22, 2012

Dec 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$773M

$769M

n/a

2024

Mar 12, 2025

$783M

$779M

n/a

2023

Mar 11, 2024

$723M

$720M

n/a

2022

Mar 13, 2023

$785M

$782M

n/a

2021

Mar 18, 2022

$986M

$984M

n/a

2020

Mar 11, 2021

$870M

$866M

n/a

2019

Mar 29, 2020

$779M

$777M

n/a

2018

Mar 27, 2019

$635M

$632M

n/a

2017

Mar 27, 2018

$763M

$760M

n/a

2016

Mar 17, 2017

$702M

$697M

n/a

2015

Mar 18, 2016

$679M

$674M

n/a

2014

Mar 18, 2015

$684M

$679M

n/a

2013

Mar 26, 2014

$628M

$626M

n/a

2012

Mar 22, 2013

$494M

$491M

n/a

2011

Mar 22, 2012

$440M

$439M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$773M

$783M

-1.2%

$785M

-0.5%