TRUEPOINT, INC.
Adviser information for TRUEPOINT, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 93 |
|---|---|
| Investment Advisory/Research | 36 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 36 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9,910 | $4.9B |
| Non-Discretionary | 768 | $41.3M |
| Total | 10,678 | $4.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 860 | $197.6M |
| HNW Individuals | 887 | $4.4B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 36 | $111.4M |
| Charitable organizations | 24 | $180.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Accountant or accounting firm |
Principal Office
9999 CARVER ROADSUITE 200
CINCINNATI
OH
United States
Monday - Friday, 8:00-5:00
Tel: 513-792-6648, Fax: 513-792-6644
Websites
www.linkedin.com/company/usecommas
truepointia.com
vimeo.com/truepointwealth
www.youtube.com/channel/uc4o140rkq3ajmph--a9kumq
www.tiktok.com/@truepointwealth
www.pinterest.com/truepointwealth
www.youtube.com/channel/ucvno3d_b9m8roi0hyogx_sg
www.tiktok.com/@usecommas
www.pinterest.com/usecommas
www.truepointwealth.com
www.truepointinc.com
www.rhinevest.com
twitter.com/truepointwealth
www.linkedin.com/company/truepointwealth/
www.instagram.com/truepointwealth/
www.usecommas.com
www.facebook.com/commasofficial
www.instagram.com/use.commas/
www.truepointplan.com
www.facebook.com/truepoint
twitter.com/use_commas
Chief Compliance Officer
JAMES HADAWAY
CHIEF COMPLIANCE OFFICER
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel:
513-832-5477
J************@*****************************M
(Full email address available in API data)
Regulatory Contact
WILL LUNDSTROM
DIRECTOR OF CLIENT OPERATIONS & SHAREHOLDER
9999 CARVER ROAD
SUITE 200
CINCINNATI
OH
United States
Tel:
513-792-6648
W**********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHASNOFF, MICHAEL, JAY | Individual | – | CHIEF EXECUTIVE OFFICER | 08/1990 | 25-50% |
| EVANS, JOHN, STEWART | Individual | – | SHAREHOLDER | 01/2007 | 5-10% |
| CONDON, STEVEN, THOMAS | Individual | – | PRESIDENT | 01/2007 | 10-25% |
| HADAWAY, JAMES, RUSSELL | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2019 | < 5% |
| KELLER, SCOTT, MICHAEL | Individual | – | INVESTMENT SPECIALIST AND PRINCIPAL | 01/2018 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 277K | 3K | – |
| ABBVIE INC | COM | 289K | 2K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 3K | – |
| ALPHABET INC | CAP STK CL C | 521K | 3K | – |
| ALPHABET INC | CAP STK CL A | 936K | 5K | – |
| AMAZON COM INC | COM | 1M | 6K | – |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 883K | 14K | – |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 5M | 80K | – |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 24M | 395K | – |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 524K | 8K | – |
| AMERICAN CENTY ETF TR | US EQT ETF | 852K | 9K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 198M | 2M | – |
| APPLE INC | COM | 3M | 15K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 3 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 6K | – |
| BROADCOM INC | COM | 340K | 212 | – |
| CARVANA CO | CL A | 755K | 6K | – |
| CINCINNATI FINL CORP | COM | 483K | 4K | – |
| DENTSPLY SIRONA INC | COM | 0 | 110K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 1M | 17K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 77M | 1M | – |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 10M | 375K | – |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 427M | 10M | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 113M | 4M | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 52M | 2M | – |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 55M | 2M | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 124M | 3M | – |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 887K | 27K | – |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 2M | 56K | – |
| DIMENSIONAL ETF TRUST | US SUSTAINABILITY | 2M | 53K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 19M | 673K | – |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1M | 24K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 72M | 2M | – |
| DISNEY WALT CO | COM | 227K | 2K | – |
| ELEVANCE HEALTH INC | COM | 434K | 801 | – |
| ELI LILLY & CO | COM | 210K | 232 | – |
| EMERSON ELEC CO | COM | 6M | 53K | – |
| EXXON MOBIL CORP | COM | 463K | 4K | – |
| GALLAGHER ARTHUR J & CO | COM | 212K | 818 | – |
| GENERAL ELECTRIC CO | COM NEW | 366K | 2K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 541K | 5K | – |
| HOME DEPOT INC | COM | 492K | 1K | – |
| ILLINOIS TOOL WKS INC | COM | 246K | 1K | – |
| INTUIT | COM | 516K | 785 | – |
| INVESCO QQQ TR | UNIT SER 1 | 921K | 2K | – |
| ISHARES INC | CORE MSCI EMKT | 573K | 11K | – |
| ISHARES TR | MSCI EMG MKT ETF | 1M | 31K | – |
| ISHARES TR | MSCI EAFE ETF | 845K | 11K | – |
| ISHARES TR | JPMORGAN USD EMG | 211K | 2K | – |
| ISHARES TR | CORE MSCI EAFE | 126M | 2M | – |
| ISHARES TR | CORE S&P MCP ETF | 728K | 12K | – |
| ISHARES TR | S&P MC 400GR ETF | 794K | 9K | – |
| ISHARES TR | CORE S&P SCP ETF | 681K | 6K | – |
| ISHARES TR | MORNINGSTAR GRWT | 205K | 3K | – |
| ISHARES TR | CORE S&P TTL STK | 41M | 348K | – |
| ISHARES TR | S&P 500 VAL ETF | 3M | 19K | – |
| ISHARES TR | CORE S&P500 ETF | 337M | 615K | – |
| ISHARES TR | S&P 500 GRWT ETF | 4M | 40K | – |
| ISHARES TR | RUS 1000 ETF | 1M | 4K | – |
| ISHARES TR | RUS 1000 VAL ETF | 458K | 3K | – |
| ISHARES TR | RUS 1000 GRW ETF | 10M | 27K | – |
| ISHARES TR | RUSSELL 2000 ETF | 326K | 2K | – |
| ISHARES TR | RUS 2000 VAL ETF | 417K | 3K | – |
| ISHARES TR | RUS MD CP GR ETF | 27M | 243K | – |
| ISHARES TR | RUS MID CAP ETF | 342K | 4K | – |
| ISHARES TR | RUS MDCP VAL ETF | 1M | 9K | – |
| ISHARES TR | RUSSELL 3000 ETF | 19M | 62K | – |
| ISHARES TR | NATIONAL MUN ETF | 636K | 6K | – |
| ISHARES TR | EAFE SML CP ETF | 808K | 13K | – |
| ISHARES TR | SHRT NAT MUN ETF | 36M | 345K | – |
| ISHARES TR | MSCI USA MIN VOL | 260K | 3K | – |
| JOHNSON & JOHNSON | COM | 564K | 4K | – |
| JPMORGAN CHASE & CO | COM | 203K | 1K | – |
| MICROSOFT CORP | COM | 2M | 5K | – |
| NVIDIA CORPORATION | COM | 2M | 13K | – |
| PEPSICO INC | COM | 255K | 2K | – |
| PIPER SANDLER COMPANIES | COM | 447K | 2K | – |
| PNC FINL SVCS GROUP INC | COM | 263K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 20M | 118K | – |
| RPM INTL INC | COM | 477K | 4K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 25M | 400K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 81M | 2M | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 374K | 4K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 298K | 4K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 6M | 97K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 6M | 10K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 778K | 1K | – |
| SPDR SER TR | S&P DIVID ETF | 501K | 4K | – |
| SPDR SER TR | PORTFOLI S&P1500 | 364K | 5K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 409K | 8K | – |
| SPDR SER TR | NUVEEN BLMBRG MU | 340K | 7K | – |
| UNITED STS OIL FD LP | UNITS | 297K | 4K | – |
| UNITEDHEALTH GROUP INC | COM | 379K | 745 | – |
| US BANCORP DEL | COM NEW | 213K | 5K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 2M | 18K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 748K | 10K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 450M | 6M | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 769K | 4K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 2M | 7K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 5M | 25K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 2M | 20K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 1M | 6K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 880K | 6K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4M | 7K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 232M | 1M | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 343M | 1M | – |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 14K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 162M | 432K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 64M | 255K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 324K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2M | 34K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 65K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 4M | 75K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 341K | 2K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 2M | 40K | – |
| VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 251M | 5M | – |
| VANGUARD WORLD FD | ESG US STK ETF | 834K | 9K | – |
| VANGUARD WORLD FD | ESG INTL STK ETF | 606K | 11K | – |
| VISA INC | COM CL A | 489K | 2K | – |
| ZOVIO INC | COM | 5 | 48K | – |