Truepoint, Inc.
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 105664
- Registered since
- October 25, 1985
- Website
- truepointwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.41%
- Charitable Organizations3.85%
- Individuals3.41%
- Pension & Profit Sharing Plans3.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Truepoint, Inc. is an independently owned SEC-registered registered investment adviser (in business since 1985) that acts as a capital allocator for both high-net-worth individuals and institutions. The firm combines financial planning with discretionary portfolio management for individuals, small businesses, and institutional clients, and it lists pension consulting among its advisory activities. Its fee arrangements include percentage-of-AUM fees and fixed fees. Truepoint also lists accounting among its business activities. The firm has been recognized in industry rankings: it appeared among Financial Times’ Top 300 RIA Firms (2020), was named a Top RIA Firm by FA Magazine (2020), and has received multiple mentions from Forbes (2022, Forbes America’s Top RIA Firms 2023, and Forbes Top RIA Firms 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Michael Chasnoff
CEO, President, FounderCRD 1255010
James Hadaway
Chief Compliance OfficerCRD 3070075
Nathan Johnson
Chief Client OfficerCRD 6644495
Contacts
3 of 38
Lauren Niestradt
Senior Portfolio ManagerCRD 5085178
Adam Lipton
Senior Wealth AdvisorCRD 5278427
Scott Barbee
Senior Wealth Advisor, PrincipalCRD 4360704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$4.7B in ETFs
55%
$2.6B
38%
$2.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $578M | 7,420,247 | 12.21% |
Location
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9999 Carver Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Octavia Wealth Advisors LLC
RIABlue Ash, OH
Randolph Co Inc
RIABlue Ash, OH
Union Strategic Advisors
RIABlue Ash, OH
Schear Investment Advisers, LLC
RIABlue Ash, OH
Financial Rounds
RIABlue Ash, OH
Schmitt Wealth Advisers, LLC
RIABlue Ash, OH