Data / Investment advisers / Ohio / Truepoint, Inc.
Truepoint, Inc., Cincinnati, OH: $6.4 billion AUM, SEC registered investment adviser
Truepoint, Inc. is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $6.4 billion in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 105664
- SEC file number
- 801-25433
- SEC status
- Approved, effective October 25, 1985
- Main office
- 9999 Carver Road Suite 200, Cincinnati, OH 45242
- Phone
- (513) 792-6648
- Regulatory AUM
- $6,392,730,954 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $6,319,120,995
- Non discretionary AUM
- $73,609,959
- Accounts
- 9,643
- Employees
- 103, of which 37 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,006 | $5.72 billion |
| Charitable organizations | 23 | $246.2 million |
| Individuals (other than high net worth individuals) | 861 | $218.2 million |
| Pension and profit sharing plans | 44 | $212.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.39 billion | March 20, 2026 |
| December 1, 2025 | $5.39 billion | July 31, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gateway Investment Advisers, LLC | Cincinnati | $11.59 billion | Not listed | adviserinfo.sec.gov |
| Fifth Third Securities, Inc. | Cincinnati | $10.92 billion | Not listed | adviserinfo.sec.gov |
| Bartlett & Co. Wealth Management LLC | Cincinnati | $10.25 billion | Not listed | adviserinfo.sec.gov |
| Redtree Investment Group | Cincinnati | $9.68 billion | Not listed | adviserinfo.sec.gov |
| Fifth Third Wealth Advisors LLC | Cincinnati | $7.80 billion | 3 | adviserinfo.sec.gov |
| Constellation Wealth Advisors | Cincinnati | $5.40 billion | 4 | adviserinfo.sec.gov |
| Daymark Wealth Partners, LLC | Cincinnati | $5.04 billion | Not listed | adviserinfo.sec.gov |
| Pca Investment Advisory Services, Inc. | Cincinnati | $4.31 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Truepoint, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.