Investment adviser · CRD 105664
TRUEPOINT, INC.
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $6.39B Form ADV · Item 5.F
- Client accounts
- 9,643 Accounts, not individual clients
- Employees
- 103 Reported in this filing
- Advisory professionals
- 37 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,006 | $5,715,946,194 | 89.4% |
| Charities | 23 | $246,232,628 | 3.9% |
| Individuals | 861 | $218,180,881 | 3.4% |
| Retirement plans | 44 | $212,371,251 | 3.3% |
Filing source
Form ADV 2129917 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
9999 CARVER ROAD, SUITE 200CINCINNATI, OH, 45242, United States
CRD 105664
Filing source
Form ADV 2129917 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.