SourcingSourcing

TRUEPOINT, INC.

C42
CRD 105664·SEC 801-25433·CINCINNATI, OH
AUM
$6.39B
$1B+
Est. Revenue
$63.9M
@ 1% on AUM
Est. EBITDA
$19.2M
@ 30% margin
Est. Deal Value
$153.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUEPOINT, INC.
CRD
105664
SEC file #
801-25433
EIN
311306367
DBA names
—

Economics

AUM
$6.39B
AUM band
$1B+
AUM trajectory
'20'26
$2.73B → $6.39B▲ +134%
Client mix
Individuals High Net Worth1,006
Individuals Other861
Pension Profit Sharing Plans44
Charitable Organizations23

Operations

Employees (total)
103
Advisory staff (per ADV)
37
Advisory staff (5-yr trend)
'20'26
25 advisors → 37 advisors▲ +48%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
truepointwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHASNOFF, MICHAEL, JAY
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
CHASNOFF, MICHAEL, JAY
CONDON, STEVEN, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUEPOINTWEALTH.COM
Rdap Domain Creation Date
2013-10-26T23:10:54Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
116,687
Form 5500 Compensation Trajectory 3y
2025116,687
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
116,687
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001427748
Edgar Registered
Yes
Edgar Filing Count
78
Edgar First Filing Date
2008-02-22
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
76
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001765380-26-000192

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
40
Bc Firm IAR Count
40
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
9999 CARVER ROADSUITE 200CINCINNATI, OH 45242
Business
9999 CARVER ROADSUITE 200CINCINNATI, OH 45242
Edgar EIN
311306367
Edgar Recent Filings
13F-HR2026-05-08 · 0001765380-26-000192
13F-HR2026-02-11 · 0001765380-26-000107
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-09T11:59:59Z
Rdap Domain Last Changed
2026-03-10T04:08:08Z
Rdap Nameservers
Gerald.ns.cloudflare.comSerena.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1255010
Trust Company Affiliate
No

People (41)

41
CHASNOFF, MICHAEL, JAY
IAR · Direct Owner · 37.5%
1255010
CONDON, STEVEN, THOMAS
IAR · Direct Owner · 17.5%
3087473
EVANS, JOHN, STEWART
IAR · Direct Owner · 7.5%
3153521
KELLER, SCOTT, MICHAEL
IAR · Direct Owner · 7.5%
4690886
JAMES RUSSELL HADAWAY
Executive Officer · 2.5%
3070075
SCOTT M BARBEE
IAR
4360704
RYAN JEFFREY KLEKAR
IAR
4016955
WAYNE ARTHUR LIPPERT
IAR
4071874
Nathaniel Lewis Maxson
IAR
7538153
Joshua Dennis Kommer
IAR
7536419
Guy Matthew Clanton
IAR
6821277
CHRISTINE LYNN CARLETON
IAR
2703600
Brendan Cassidy Keating
IAR
8048952
William Theodore Parchman
IAR
6640933
Michelle Claire Stevens
IAR
7363167
CHRISTOPHER MARTIN MEYER
IAR
2590110
Courtney Marie Weber
IAR
6639394
Nathan Reger Johnson
IAR
6644495
ADAM S LIPTON
IAR
5278427
Conor Clement Feldmann
IAR
7508871
AUGUST SUMMER HEMMERICH
IAR
7184841
LAUREN MICHALOS NIESTRADT
IAR
5085178
HEATHER JANEL SPENCER
IAR
4818583
Alexandra Huffman Ollinger
IAR
6710100
KATELYN QUINN BOMBARDIERE
IAR
6495330
Zachary Michael Bauer
IAR
8243228
DEANNA VERONICA SICKING
IAR
4536089
Samuel Arthur Chasnoff
IAR
7509401
SHANNON ELIZABETH DOWLING
IAR
6794432
BENJAMYN JORDAN PATRICK
IAR
5961038
BLAKE MATTHEW PRICE
IAR
6208265
Benjamin Robert Pantalone
IAR
8048737
MELINA THERESE YOUNG
IAR
7239316
SARAH MARIE TENHUNDFELD
IAR
6640399
NATHAN W EIX
IAR
6789252
KATHRYN LEIGH BROWNSTEIN
IAR
6263003
Joshua B Bentz
IAR
6644743
GWENDELYN S KEIHL
IAR
7269812
Braden Steven Ellis Lieungh
IAR
7086002
TYLER JOSEPH HEZLEP
IAR
7472033
EMILY Hoskins VOGELE
IAR
7283963