{ "crd_number": 105664, "slug": "truepoint-inc-cincinnati-oh-105664", "primary_business_name": "TRUEPOINT, INC.", "legal_name": "TRUEPOINT, INC.", "dbas": [ "COMMAS", "TRUEPOINT INSTITUTIONAL ADVISORS, LLC", "TRUEPOINT WEALTH COUNSEL, LLC" ], "city": "Cincinnati", "state": "OH", "country": "United States", "cbsa_code": "17140", "metro": { "cbsa_code": "17140", "common_name": "Cincinnati", "msa_name": "Cincinnati, OH-KY-IN", "path": "/advisors/oh/cincinnati" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1985-10-25", "years_registered": 40, "period": "2026-10-01", "filing_date": "2026-08-31", "carried_forward": false, "raum_total": 6392730954.0, "raum_discretionary": 6319120995.0, "raum_non_discretionary": 73609959.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 103, "advisory_employees": 37, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 246232628.0, "count": 23 }, "individuals": { "raum": 218180881.0, "count": 861 }, "pension_profit_sharing": { "raum": 212371251.0, "count": 44 }, "high_net_worth_individuals": { "raum": 5715946194.0, "count": 1006 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "CT", "DC", "FL", "GA", "IL", "IN", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "NC", "NE", "NH", "NJ", "NM", "NY", "OH", "OR", "PA", "SC", "TN", "TX", "UT", "VA", "WA" ], "websites": [ "https://facebook.com/CommasOfficial", "https://facebook.com/TRUEPOINT", "https://instagram.com/truepointwealth", "https://instagram.com/use.commas", "https://linkedin.com/COMPANY/TRUEPOINTWEALTH", "https://linkedin.com/company/usecommas", "https://tiktok.com/@usecommas", "https://truepointia.com", "https://truepointinc.com", "https://truepointwealth.com", "https://usecommas.com", "https://vimeo.com/truepointwealth", "https://youtube.com/channel/UC4O140rkQ3ajMph--a9kuMQ", "https://youtube.com/channel/UCVNO3d_b9m8ROi0hYoGX_sg" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105664", "city_as_filed": "CINCINNATI", "url": "https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664", "display_name": "Truepoint, Inc.", "summary": "Truepoint, Inc. is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1985, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.", "citation": "AdvisorCensus. Truepoint, Inc. (CRD 105664): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services" ], "quick_answers": [ { "q": "How is Truepoint, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Truepoint, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Truepoint, Inc. located?", "a": "Truepoint, Inc.'s principal office is in Cincinnati, OH, according to its Form ADV." }, { "q": "Is Truepoint, Inc. registered with the SEC or a state?", "a": "Truepoint, Inc. is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105664." }, { "q": "How much does Truepoint, Inc. manage?", "a": "Truepoint, Inc. reports $6,392,730,954 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (99% discretionary)." }, { "q": "How have Truepoint, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Truepoint, Inc.: Regulatory assets under management: $3,864,680,680 in the October 2021 data and $6,392,730,954 in the October 2026 data, up 65%. Total employees: 68 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Truepoint, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,006); individuals (other than high net worth individuals) (861); pension and profit sharing plans (but not the plan participants or government pension plans) (44)." }, { "q": "Which custodians does Truepoint, Inc. use?", "a": "Truepoint, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Truepoint, Inc. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105664" }, { "q": "What changed in Truepoint, Inc.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $5,391,465,030 to $6,392,730,954 (+19%). No longer lists an office in Cincinnati, OH. Registered or notice-filed in MN." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3864680680.0, "total_employees": 68, "filing_date": "2021-08-25" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4642982542.0, "total_employees": 75, "filing_date": "2022-03-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4210571024.0, "total_employees": 81, "filing_date": "2023-03-16" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4935598041.0, "total_employees": 93, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5391465030.0, "total_employees": 95, "filing_date": "2025-07-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6392730954.0, "total_employees": 103, "filing_date": "2026-08-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $5,391,465,030 to $6,392,730,954 (+19%).", "No longer lists an office in Cincinnati, OH.", "Registered or notice-filed in MN." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 861, "fewer_than_5": false, "raum": 218180881.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1006, "fewer_than_5": false, "raum": 5715946194.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 44, "fewer_than_5": false, "raum": 212371251.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 23, "fewer_than_5": false, "raum": 246232628.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105664", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }