Truepoint, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 20, 2026, reports $6.4B in regulatory assets under management, 103 employees, 3 offices, and 9,643 accounts.
Assets Under Management
$6.4B
Employees
103
Offices
3 offices
Total Clients
1,934
Primary office
CINCINNATI, OH
9999 CARVER ROAD, SUITE 200, CINCINNATI, OH, United States
Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
1,006
2
Individuals
44.5%
861
3
Pension Plans
2.3%
44
4
Charitable
1.2%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.4Bas of March 20, 2026
Discretionary98.8%
$6.3B
99% of total RAUM98.8%
Non-discretionary1.2%
$74M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.4B
Total Accounts9,643
10Y AUM Change+$4.0B (+163.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees103
Clients per Employee19:1
10Y Employee Change+51 (+98.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.