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TRUEPOINT, INC.
CRD 105664File 801-25433
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.39B
Top 25% of cohort (national)
Discretionary AUM
$6.32B
Non-discretionary $73.6M
Clients
1,934
9,643 accounts
Employees
103
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 25, 1985
- Principal office
- 9999 CARVER ROAD, SUITE 200, CINCINNATI, OH, 45242
- Phone
- 513-792-6648
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.39B
- Discretionary AUM
- $6.32B
- Non-discretionary AUM
- $73.6M
- Discretionary accounts
- 8,804
- Non-discretionary accounts
- 839
- Total accounts
- 9,643
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 23 | $246.2M |
| High net worth individuals | 1,006 | $5.72B |
| Pension and profit sharing plans | 44 | $212.4M |
| Individuals (other than high net worth individuals) | 861 | $218.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.