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 independent registered investment adviser that serves both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals, small businesses, institutions and pension plans, and it also provides accounting-related services. Truepoint acts as a capital allocator, charging fees based on a percentage of assets under management and on fixed-fee engagements. The firm has received multiple industry recognitions, including placements on Financial Times’ Top 300 RIA list (2020), FA Magazine’s Top RIA list (2020) and Forbes’ Top RIA lists (2022, 2023, 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 Equities71%
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3JAMES HADAWAY
Chief Compliance OfficerCRD 3070075
MICHAEL CHASNOFF
CEO, President, FounderCRD 1255010
Nathan Johnson
Chief Client OfficerCRD 6644495
Contacts
3 of 38KATHRYN BROWNSTEIN
ShareholderCRD 6263003
DEANNA SICKING
Senior Wealth AdvisorCRD 4536089
BLAKE PRICE
Sr. Wealth Advisor & ShareholderCRD 6208265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$4.4B in ETFs
55%
$2.4B
39%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $566M | 7,217,987 | 12.76% |
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
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