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TRUEPOINT, INC.
CRD 105664 · SEC 801-25433
9999 CARVER ROAD, SUITE 200, CINCINNATI, OH, 45242, United States
Phone
513-792-6648
Fax
513-792-6644
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.39B
Discretionary AUM
$6.32B
Team
103 total employees; 37 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 861 | $218.2M |
| High net worth individuals | 1006 | $5.72B |
| Pension/profit sharing plans | 44 | $212.4M |
| Charitable organizations | 23 | $246.2M |
States served
AZ, CA, CO, DC, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, NE, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/CommasOfficial
- https://www.instagram.com/use.commas/
- HTTPS://WWW.FACEBOOK.COM/TRUEPOINT
- https://www.linkedin.com/company/usecommas
- https://truepointia.com
- https://vimeo.com/truepointwealth
- https://www.youtube.com/channel/UC4O140rkQ3ajMph--a9kuMQ
- https://www.youtube.com/channel/UCVNO3d_b9m8ROi0hYoGX_sg
- https://www.tiktok.com/@usecommas
- https://www.usecommas.com
- HTTP://WWW.TRUEPOINTWEALTH.COM
- HTTP://WWW.TRUEPOINTINC.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TRUEPOINTWEALTH/
- https://www.instagram.com/truepointwealth/
Official SEC filing: View on IAPD