Truepoint, Inc.

Registered investment advisor · Cincinnati, Ohio · CRD #105664

Assets Under Management

$6.4B

Client Accounts

9,643

Employees

103

CRD Number

105664

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Truepoint, Inc.

Truepoint Wealth Counsel, LLC is a Cincinnati-based, fee-only, employee-owned multi-family office and Registered Investment Adviser (RIA) founded in 1990. The firm provides comprehensive wealth management services to families, individuals, institutions, endowments, foundations, nonprofits, trusts, and retirement plans. With over $3.2 billion in assets under management and a team of approximately 68 employees, Truepoint emphasizes fiduciary duty and client-first advice. The firm offers integrate

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Truepoint, Inc.

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Frequently Asked Questions

What is Truepoint, Inc.'s AUM?

Truepoint, Inc. reports approximately $6.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Truepoint, Inc. headquartered?

Truepoint, Inc. is headquartered in Cincinnati, Ohio.

What is Truepoint, Inc.'s CRD number?

Truepoint, Inc.'s CRD number is 105664. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.