Truepoint, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

105664

SEC number

801-25433

Firm type

RIA

Assets under management

$6.4B as of Mar 20, 2026

Website

www.truepointwealth.com ↗

Phone

513-792-6648

Address

9999 Carver Road, Cincinnati, OH, 45242

Advisors at this firm

40 in our index · page 1 of 1

• Scott M BarbeeCRD 4360704 · Cincinnati, OH
  IA Registered
  Disclosure event(s) on record
• Katelyn Quinn BombardiereCRD 6495330 · Cincinnati, OH
  IA Registered
• Kathryn Leigh BrownsteinCRD 6263003 · Cincinnati, OH
  IA Registered
• Zachary Michael BauerCRD 8243228 · Cincinnati, OH
  IA Registered
• Joshua B BentzCRD 6644743 · Cincinnati, OH
  IA Registered
• Christine Lynn CarletonCRD 2703600 · Cincinnati, OH
  IA Registered
• Michael Jay ChasnoffCRD 1255010 · Cincinnati, OH
  IA Registered
• Steven Thomas CondonCRD 3087473 · Cincinnati, OH
  IA Registered
• Samuel Arthur ChasnoffCRD 7509401 · Cincinnati, OH
  IA Registered
• Guy Matthew ClantonCRD 6821277 · Cincinnati, OH
  IA Registered
• Shannon Elizabeth DowlingCRD 6794432 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Nathan W EixCRD 6789252 · Bargersville, IN
  IA RegisteredRegistration inactive
• John Stewart EvansCRD 3153521 · Cincinnati, OH
  IA Registered
• Conor Clement FeldmannCRD 7508871 · Columbus, OH
  IA Registered
• August Summer HemmerichCRD 7184841 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Tyler Joseph HezlepCRD 7472033 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Nathan Reger JohnsonCRD 6644495 · Cincinnati, OH
  IA Registered
• Gwendelyn S KeihlCRD 7269812 · Cincinnati, OH
  IA Registered
• Scott Michael KellerCRD 4690886 · Cincinnati, OH
  IA Registered
• Ryan Jeffrey KlekarCRD 4016955 · Cincinnati, OH
  IA Registered
• Brendan Cassidy KeatingCRD 8048952 · Cincinnati, OH
  IA Registered
• Joshua Dennis KommerCRD 7536419 · Cincinnati, OH
  IA Registered
• Wayne Arthur LippertCRD 4071874 · Cincinnati, OH
  IA Registered
• Adam S LiptonCRD 5278427 · Cincinnati, OH
  IA Registered
• Braden Steven Ellis LieunghCRD 7086002 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Christopher Martin MeyerCRD 2590110 · Cincinnati, OH
  IA Registered
• Nathaniel Lewis MaxsonCRD 7538153 · Cincinnati, OH
  IA Registered
• Lauren Michalos NiestradtCRD 5085178 · Cincinnati, OH
  IA Registered
• Alexandra Huffman OllingerCRD 6710100 · Cincinnati, OH
  IA Registered
• Benjamyn Jordan PatrickCRD 5961038 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Blake Matthew PriceCRD 6208265 · Cincinnati, OH
  IA Registered
• Benjamin Robert PantaloneCRD 8048737 · Cincinnati, OH
  IA Registered
• William Theodore ParchmanCRD 6640933 · Cincinnati, OH
  IA Registered
• Deanna Veronica SickingCRD 4536089 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Heather Janel SpencerCRD 4818583 · Cincinnati, OH
  IA Registered
• Michelle Claire StevensCRD 7363167 · Cincinnati, OH
  IA Registered
• Sarah Marie TenhundfeldCRD 6640399 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Emily Hoskins VogeleCRD 7283963 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Courtney Marie WeberCRD 6639394 · Cincinnati, OH
  IA Registered
• Melina Therese YoungCRD 7239316 · Cincinnati, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.