SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Truepoint, Inc.
Cincinnati, OH
CRD 105664
Firm filing updated August 31, 2026 ·
- $6.4BAssets
- 1,934Clients
- 37Advisory staff
- 9,643Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,006
- Individuals861
- Pension and profit sharing plans44
- Charities23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 861 | $218.2 million |
| High net worth individuals | 1,006 | $5.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 44 | $212.4 million |
| Charitable organizations | 23 | $246.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- 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
Assets and accounts
- Regulatory assets$6.4 billion
- Accounts9,643
- Discretionary$6.3 billion · 8,804 accounts
- Non-discretionary$73.6 million · 839 accounts
People
- Employees103
- Advisory staff37
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,500
Advisors
22 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105664, SEC file 801-25433.
- Registered with the SEC as an investment advisor (status date on record: October 25, 1985).
Is Truepoint, Inc. a fiduciary?
Short answer: Truepoint, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.