Truepoint, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 105664
· SEC file 801-25433
· Cincinnati, OH
· www.facebook.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $6.4B
- Discretionary
- $6.3B
- Clients
- 1,934
- Avg AUM / client
- $3.3M
- Accounts
- 9,643
- Employees
- 103
AUM over time
$933M
$6.4B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Investments (13F portfolio — 148 positions, $4,484,449,185)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | SHORT TRM BOND | $565,962,370 | 7,217,987 | 12.6% | 8.85% |
| 2 | Dimensional Etf Trust | CORE FIXED INCOM | $551,509,542 | 13,062,756 | 12.3% | 8.63% |
| 3 | Ishares Tr | CORE S&P500 ETF | $454,523,892 | 695,831 | 10.1% | 7.11% |
| 4 | Vanguard Index Fds | TOTAL STK MKT | $378,000,743 | 1,178,270 | 8.43% | 5.91% |
| 5 | American Centy Etf Tr | US SML CP VALU | $317,262,404 | 2,871,933 | 7.07% | 4.96% |
| 6 | Vanguard Index Fds | MCAP GR IDXVIP | $284,620,484 | 1,105,967 | 6.35% | 4.45% |
| 7 | Vanguard Tax Managed Intl Fd | VAN FTSE DEV MKT | $221,408,187 | 3,455,184 | 4.94% | 3.46% |
| 8 | Vanguard Index Fds | GROWTH ETF | $184,801,730 | 423,091 | 4.12% | 2.89% |
| 9 | Dimensional Etf Trust | EMERGING MKTS CO | $182,647,294 | 5,286,463 | 4.07% | 2.86% |
| 10 | Dimensional Etf Trust | NATL MUN BD ETF | $148,377,572 | 3,095,714 | 3.31% | 2.32% |
| 11 | Dimensional Etf Trust | US LARGE CAP VAL | $128,045,824 | 3,585,713 | 2.86% | 2.0% |
| 12 | Vanguard Index Fds | LARGE CAP ETF | $105,281,912 | 352,290 | 2.35% | 1.65% |
| 13 | Ishares Tr | CORE MSCI EAFE | $102,853,242 | 1,136,123 | 2.29% | 1.61% |
| 14 | Dimensional Etf Trust | US MKTWIDE VALUE | $94,163,673 | 1,943,122 | 2.1% | 1.47% |
| 15 | Dimensional Etf Trust | US TARGETED VLU | $92,499,080 | 1,481,170 | 2.06% | 1.45% |
| 16 | Schwab Strategic Tr | INTL EQTY ETF | $80,479,086 | 3,251,680 | 1.79% | 1.26% |
| 17 | Dimensional Etf Trust | INTL CORE EQUITY | $69,609,066 | 1,959,163 | 1.55% | 1.09% |
| 18 | Ishares Tr | SHRT NAT MUN ETF | $47,793,426 | 448,765 | 1.07% | 0.75% |
| 19 | Dimensional Etf Trust | US SMALL CAP VAL | $47,005,509 | 1,341,481 | 1.05% | 0.74% |
| 20 | Ishares Tr | CORE S&P TTL STK | $45,671,283 | 320,658 | 1.02% | 0.71% |
| 21 | Ishares Tr | RUS MD CP GR ETF | $43,088,959 | 336,317 | 0.96% | 0.67% |
| 22 | American Centy Etf Tr | AVANTIS EMGMKT | $36,701,962 | 455,472 | 0.82% | 0.57% |
| 23 | Schwab Strategic Tr | US BRD MKT ETF | $27,548,528 | 1,097,551 | 0.61% | 0.43% |
| 24 | Schwab Strategic Tr | US LRG CAP ETF | $21,678,670 | 845,502 | 0.48% | 0.34% |
| 25 | Ishares Tr | RUSSELL 3000 ETF | $21,543,693 | 58,119 | 0.48% | 0.34% |
Top 25 of 148 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 861 | $218M | 3.41% |
| High net worth individuals | 1,006 | $5.7B | 89.4% |
| Pension and profit sharing plans | 44 | $212M | 3.32% |
| Charitable organizations | 23 | $246M | 3.85% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Easter Seals Tristate Llc 401(k) Retirement Plan Easter Seals Tristate Llc | 2024 | |
| Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan Taft Stettinius & Hollister Llp | 2024 | |
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust Arnold & Porter Kaye Scholer Llp | 2024 | |
| Relevate Health Management, Llc. 401(k) Profit Sharing Plan Relevate Health Management, Llc. | 2024 |
People (41)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jay Chasnoff | Chief Executive Officer | Aug 1990 (36y) | 25% – 50% | |
| John Stewart Evans | Shareholder | CFP Personal Financial Specialist | Jan 2007 (20y) | 5% – 10% |
| Steven Thomas Condon | President | CFA | Jan 2007 (20y) | 10% – 25% |
| Scott Michael Keller | Investment Specialist And Principal | CFA | Sep 2016 (10y) | 5% – 10% |
| Hadaway, James, Russell | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| Courtney Marie Weber | Registered representative | CFP | Apr 2016 (10y) | |
| Adam S Lipton | Registered representative | CFP | Apr 2016 (10y) | |
| Christopher Martin Meyer | Registered representative | CFA | Apr 2016 (10y) | |
| Wayne Arthur Lippert | Registered representative | CFP | Apr 2016 (10y) | |
| Ryan Jeffrey Klekar | Registered representative | CFP | Apr 2016 (10y) | |
| Christine Lynn Carleton | Registered representative | CFP | May 2016 (10y) | |
| Heather Janel Spencer | Registered representative | CFP | May 2016 (10y) | |
| Scott M Barbee | Registered representative | CFP | May 2016 (10y) | |
| Alexandra Huffman Ollinger | Registered representative | CFP | Nov 2016 (10y) | |
| Deanna Veronica Sicking | Registered representative | CFP | Nov 2016 (10y) | |
| William Theodore Parchman | Registered representative | CFA | Nov 2016 (10y) | |
| Guy Matthew Clanton | Registered representative | CFP | Jun 2017 (9y) | |
| Lauren Michalos Niestradt | Registered representative | CFP CFA | Feb 2018 (8y) | |
| Benjamyn Jordan Patrick | Registered representative | CFP | Mar 2021 (5y) | |
| Blake Matthew Price | Registered representative | CFP | Mar 2021 (5y) | |
| Nathan Reger Johnson | Registered representative | CFP | Mar 2021 (5y) | |
| Kathryn Leigh Brownstein | Registered representative | CFP | Mar 2021 (5y) | |
| Katelyn Quinn Bombardiere | Registered representative | CFP | Apr 2021 (5y) | |
| Michelle Claire Stevens | Registered representative | CFP | May 2021 (5y) | |
| Conor Clement Feldmann | Registered representative | CFA | Feb 2022 (4y) | |
| Samuel Arthur Chasnoff | Registered representative | CFP | Feb 2022 (4y) | |
| Joshua Dennis Kommer | Registered representative | CFA | Apr 2022 (4y) | |
| Nathaniel Lewis Maxson | Registered representative | CFP | Apr 2022 (4y) | |
| August Summer Hemmerich | Registered representative | CFP | Feb 2023 (3y) | |
| Joshua B Bentz | Registered representative | CFP | Mar 2023 (3y) | |
| Sarah Marie Tenhundfeld | Registered representative | CFP | Jan 2024 (3y) | |
| Melina Therese Young | Registered representative | Mar 2024 (2y) | ||
| Gwendelyn S Keihl | Registered representative | CFP | Aug 2024 (2y) | |
| Tyler Joseph Hezlep | Registered representative | CFP | Mar 2025 (1y) | |
| Brendan Cassidy Keating | Registered representative | CFP | Mar 2025 (1y) | |
| Benjamin Robert Pantalone | Registered representative | CFA | Mar 2025 (1y) | |
| Nathan W Eix | Registered representative | CFP | May 2025 (1y) | |
| Emily Hoskins Vogele | Registered representative | CFP | Sep 2025 (1y) | |
| Shannon Elizabeth Dowling | Registered representative | CFP | Mar 2026 (0y) | |
| Braden Steven Ellis Lieungh | Registered representative | CFP | Mar 2026 (0y) | |
| Zachary Michael Bauer | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Easter Seals Tristate Llc 401(k) Retirement Plan | Easter Seals Tristate Llc | 625 | $11.2M | 01/01/2024 |
| Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan | Taft Stettinius & Hollister Llp | 1,468 | $849M | 01/01/2024 |
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust | Arnold & Porter Kaye Scholer Llp | 1,788 | $1.6B | 01/01/2024 |
| Relevate Health Management, Llc. 401(k) Profit Sharing Plan | Relevate Health Management, Llc. | 223 | $24.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $5.5B (86% of AUM) Mar 2026
- TD Ameritrade $523M (11% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗