# Truepoint, Inc.

> 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.

- CRD: 105664
- Filed as: TRUEPOINT, INC.
- Also doing business as: COMMAS, TRUEPOINT INSTITUTIONAL ADVISORS, LLC, TRUEPOINT WEALTH COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105664
- AdvisorCensus page: https://advisorcensus.com/firm/truepoint-inc-cincinnati-oh-105664

## Quick answers

**How is Truepoint, Inc. compensated?**
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).

**Where is Truepoint, Inc. located?**
Truepoint, Inc.'s principal office is in Cincinnati, OH, according to its Form ADV.

**Is Truepoint, Inc. registered with the SEC or a state?**
Truepoint, Inc. is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 105664.

**How much does Truepoint, Inc. manage?**
Truepoint, Inc. reports $6,392,730,954 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (99% discretionary).

**How have Truepoint, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Truepoint, Inc. serve?**
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).

**Which custodians does Truepoint, Inc. use?**
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.

**Does Truepoint, Inc. report any disciplinary disclosures?**
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

**What changed in Truepoint, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $6,392,730,954
- Discretionary: $6,319,120,995
- Non-discretionary: $73,609,959

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 861 | $218,180,881 |
| High net worth individuals | 1,006 | $5,715,946,194 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 44 | $212,371,251 |
| Charitable organizations | 23 | $246,232,628 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1985 (40 years)
- Employees: 103 total, 37 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truepointia.com
- truepointinc.com
- truepointwealth.com
- usecommas.com
- vimeo.com/truepointwealth
- Facebook @CommasOfficial
- Facebook @TRUEPOINT
- Instagram @truepointwealth
- Instagram @use.commas
- LinkedIn @TRUEPOINTWEALTH
- LinkedIn @usecommas
- TikTok @usecommas
- YouTube @UC4O140rkQ3ajMph--a9kuMQ
- YouTube @UCVNO3d_b9m8ROi0hYoGX_sg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,864,680,680 | 68 | August 25, 2021 |
| October 2022 | $4,642,982,542 | 75 | March 25, 2022 |
| October 2023 | $4,210,571,024 | 81 | March 16, 2023 |
| October 2024 | $4,935,598,041 | 93 | March 27, 2024 |
| October 2025 | $5,391,465,030 | 95 | July 31, 2025 |
| October 2026 | $6,392,730,954 | 103 | August 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truepoint, Inc. (CRD 105664): Form ADV filing data as of October 2026.