| Name | Title | Ownership | Since |
|---|---|---|---|
| James Russell Hadaway | Chief Compliance Officer | Under 5% | 2019 |
| John Stewart Evans | Shareholder | 5-10% | 2007 |
| Michael Jay Chasnoff Control | Chief Executive Officer | 25-50% | 1990 |
Truepoint, Inc. reports $5.4 billion in regulatory assets under management on its Form ADV.
Truepoint, Inc. reports 95 employees.
Truepoint, Inc. is based in Cincinnati, OH and has been SEC-registered since 1985.
Truepoint, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9999 Carver Road, Suite 200, Cincinnati, OH 45242 |
| Phone | 513-792-6648 |
| Fax | 513-792-6644 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1427748 |
| Discloses disciplinary history | No |
| Discretionary | $5.34B |
| Non-discretionary | $47.7M |
| Total (RAUM) | $5.39B |