Truepoint, Inc.
● SEC registered since 1985CRD 105664SEC# 801-25433Cincinnati, OH
Reg. AUM
$6.39B
Employees
103
Accounts
9,643
Location
Cincinnati, OH
Truepoint, Inc. assets under management
Truepoint, Inc. is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 1985. It reports $6.4 billion in regulatory assets under management and employs 103 people.
Truepoint, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Russell Hadaway | Chief Compliance Officer | Under 5% | 2019 |
| John Stewart Evans | Shareholder | 5-10% | 2007 |
| Michael Jay Chasnoff Control | Founder And Chairman | 25-50% | 1990 |
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Join to unlock · $37/moFrequently asked questions
How much does Truepoint, Inc. manage?
Truepoint, Inc. reports $6.4 billion in regulatory assets under management on its Form ADV.
How many employees does Truepoint, Inc. have?
Truepoint, Inc. reports 103 employees.
Where is Truepoint, Inc. located?
Truepoint, Inc. is based in Cincinnati, OH and has been SEC-registered since 1985.
Does Truepoint, Inc. disclose fund performance?
Truepoint, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9999 Carver Road, Suite 200, Cincinnati, OH 45242 |
| Phone | 513-792-6648 |
| Fax | 513-792-6644 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1427748 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.39B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$6.39Bregulatory AUM
Discretionary $6.32BNon-discretionary $73.6M