DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Truepoint, Inc.
Latest filing Aug 31, 2026
First filing on the tape Nov 21, 2011 · 42 filings
SEC status approved since Oct 25, 1985
RAUM
$6.4B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
93%
$5.9B individuals and HNW
Advisors
40
registered through the firm on IAPD
RAUM per advisor
$160M
derived; firm RAUM over IAPD count
Employees
103
37 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$6.4B as of Aug 31, 2026
Apr 2, 2012$1.0B then
HNW client RAUM$5.7B as of Aug 31, 2026
Mar 29, 2018$2.6B then
State-registered IARs (5.B.3)37 as of Aug 31, 2026
Apr 2, 20120 then
Employees (5.A)103 as of Aug 31, 2026
Mar 28, 201327 then
Private funds: no history
RAUM +19% over the last fiscal year+15% a year over threeIARs 37 to 37offices 4 to 3
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $160MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.7MderivedHNW RAUM over HNW clients
- Average account
- $662,940derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 7.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.6derivedItem 5.A over advisors
- Advisors per office
- 10.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 5.H
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $1.8B, 890 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$5.7B89%
- Charitable organizations$246M3.9%
- Individuals$218M3.4%
- Pension and profit-sharing plans$212M3.3%
- Individual clients
- 861reported
- HNW clients
- 1,006reported
- Pension plan clients
- 44reported
- Charitable clients
- 23reported
- Accounts
- 9,643reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- $0 sponsored, $152M managedreported
- Custody of client assets
- $1.8B for 890 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
40 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Jay Chasnoff | Cincinnati, Oh | May 28, 2007 | 40 y | 0 |
| Courtney Marie WeberCertified Financial Planner | Cincinnati, Oh | Apr 19, 2016 | 19 y | 0 |
| Adam S LiptonCertified Financial Planner | Cincinnati, Oh | Apr 25, 2016 | 15 y | 0 |
| Christopher Martin MeyerChartered Financial Analyst | Cincinnati, Oh | Apr 26, 2016 | 24 y | 1 |
| Wayne Arthur LippertCertified Financial Planner | Cincinnati, Oh | Apr 26, 2016 | 26 y | 0 |
| Ryan Jeffrey KlekarCertified Financial Planner | Cincinnati, Oh | Apr 28, 2016 | 26 y | 2 |
| Heather Janel SpencerCertified Financial Planner | Cincinnati, Oh | May 18, 2016 | 21 y | 0 |
| Scott M BarbeeCertified Financial Planner | Cincinnati, Oh | May 18, 2016 | 23 y | 1 |
| Christine Lynn CarletonCertified Financial Planner | Cincinnati, Oh | May 18, 2016 | 29 y | 1 |
| Scott Michael KellerChartered Financial Analyst | Cincinnati, Oh | Sep 21, 2016 | 19 y | 0 |
| Alexandra Huffman OllingerCertified Financial Planner | Cincinnati, Oh | Nov 17, 2016 | 21 y | 0 |
| Deanna Veronica SickingCertified Financial Planner | Cincinnati, Oh | Nov 17, 2016 | 22 y | 2 |
| Steven Thomas CondonChartered Financial Analyst | Cincinnati, Oh | Nov 17, 2016 | 23 y | 0 |
| William Theodore ParchmanChartered Financial Analyst | Cincinnati, Oh | Nov 17, 2016 | 15 y | 0 |
| Guy Matthew ClantonCertified Financial Planner | Cincinnati, Oh | Jun 21, 2017 | 21 y | 0 |
| Lauren Michalos NiestradtCertified Financial Planner, Chartered Financial Analyst | Cincinnati, Oh | Feb 21, 2018 | 10 y | 1 |
| Blake Matthew PriceCertified Financial Planner | Cincinnati, Oh | Mar 15, 2021 | 13 y | 0 |
| John Stewart EvansCertified Financial Planner, Personal Financial Specialist | Cincinnati, Oh | Mar 15, 2021 | 27 y | 0 |
| Benjamyn Jordan PatrickCertified Financial Planner | Cincinnati, Oh | Mar 15, 2021 | 11 y | 1 |
| Nathan Reger JohnsonCertified Financial Planner | Cincinnati, Oh | Mar 17, 2021 | 12 y | 0 |
| Kathryn Leigh BrownsteinCertified Financial Planner | Cincinnati, Oh | Mar 18, 2021 | 11 y | 1 |
| Katelyn Quinn BombardiereCertified Financial Planner | Cincinnati, Oh | Apr 23, 2021 | 17 y | 1 |
| Michelle Claire StevensCertified Financial Planner | Cincinnati, Oh | May 5, 2021 | 12 y | 0 |
| Conor Clement FeldmannChartered Financial Analyst | Columbus, Oh | Feb 23, 2022 | 10 y | 0 |
| Samuel Arthur ChasnoffCertified Financial Planner | Cincinnati, Oh | Feb 23, 2022 | 16 y | 0 |
| Joshua Dennis KommerChartered Financial Analyst | Cincinnati, Oh | Apr 19, 2022 | 11 y | 0 |
| Nathaniel Lewis MaxsonCertified Financial Planner | Cincinnati, Oh | Apr 23, 2022 | 10 y | 0 |
| August Summer HemmerichCertified Financial Planner | Cincinnati, Oh | Feb 17, 2023 | 11 y | 0 |
| Joshua B BentzCertified Financial Planner | Cincinnati, Oh | Mar 24, 2023 | 10 y | 2 |
| Sarah Marie TenhundfeldCertified Financial Planner | Cincinnati, Oh | Jan 2, 2024 | 10 y | 3 |
| Melina Therese Young | Cincinnati, Oh | Mar 27, 2024 | 12 y | 1 |
| Gwendelyn S KeihlCertified Financial Planner | Cincinnati, Oh | Aug 29, 2024 | 11 y | 1 |
| Tyler Joseph HezlepCertified Financial Planner | Cincinnati, Oh | Mar 3, 2025 | 11 y | 1 |
| Brendan Cassidy KeatingCertified Financial Planner | Cincinnati, Oh | Mar 17, 2025 | 12 y | 0 |
| Benjamin Robert PantaloneChartered Financial Analyst | Cincinnati, Oh | Mar 25, 2025 | 12 y | 0 |
| Nathan W EixCertified Financial Planner | Cincinnati, Oh | May 5, 2025 | 12 y | 1 |
| Emily Hoskins VogeleCertified Financial Planner | Cincinnati, Oh | Sep 9, 2025 | 12 y | 0 |
| Shannon Elizabeth DowlingCertified Financial Planner | Cincinnati, Oh | Mar 16, 2026 | 12 y | 0 |
| Braden Steven Ellis LieunghCertified Financial Planner | Cincinnati, Oh | Mar 17, 2026 | 11 y | 2 |
| Zachary Michael BauerCertified Financial Planner | Cincinnati, Oh | Mar 26, 2026 | 10 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 2.5% of current headcount3 left over 36 months
Left, latest
- Andrew Blade Thompson to MarinerJan 6, 2026 · RIA to affiliated broker-dealer or bank
- Kyle Whitney Dodson to The Advisory Group Of San Francisco, LLCApr 26, 2024 · RIA to RIA
- Dejah Nikayla Gay to LPL Financial LLCJan 3, 2024 · RIA to affiliated broker-dealer or bank
- Andrew Jordan Damcevski to Ajd WealthAug 9, 2023 · RIA to a state-registered adviser
- Eric Scott Ross to Madison Wealth ManagementFeb 17, 2021 · RIA to RIA
- Kyle Wayne Rudduck to Creative PlanningMar 15, 2017 · Other
Joined, latest
- Braden Steven Ellis Lieungh from Voya Financial Advisors, Inc.Mar 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nathan W Eix from Wealthpoint Advisors LLCMay 5, 2025 · RIA to RIA
- Tyler Joseph Hezlep from Fidelity Personal And Workplace AdvisorsMar 3, 2025 · Affiliated broker-dealer or bank to independent RIA
- Andrew Blade Thompson from Charles Schwab & Co., Inc.Oct 21, 2024 · Affiliated broker-dealer or bank to independent RIA
- Gwendelyn S Keihl from Johnson Investment Counsel, Inc.Aug 29, 2024 · RIA to RIA
- Melina Therese Young from Total Wealth Planning, LLCMar 27, 2024 · RIA to RIA
- Sarah Marie Tenhundfeld from Mercer Global Advisors Inc.Jan 2, 2024 · RIA to RIA
- Joshua B Bentz from Wealthpoint Advisors LLCMar 24, 2023 · RIA to RIA
- Katelyn Quinn Bombardiere from MarinerApr 23, 2021 · Affiliated broker-dealer or bank to independent RIA
- Kathryn Leigh Brownstein from Cetera Advisors LLCMar 18, 2021 · Other
- Benjamyn Jordan Patrick from Ameriprise Financial Services, LLCMar 15, 2021 · Affiliated broker-dealer or bank to independent RIA
- Lauren Michalos Niestradt from Mariner Wealth AdvisorsFeb 21, 2018 · Other
- Andrew Jordan Damcevski from Truwealth PlanningAug 16, 2017 · Other
- Deanna Veronica Sicking from UBS Financial Services Inc.Nov 17, 2016 · Other
- Scott M Barbee from UBS Financial Services Inc.May 18, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Thomas Steven Condon · Chief Executive Officer & Shareholdercontrolsince 01/2007 · owns 10% to 25%
- Michael Scott Keller · Chief Information Officer & Shareholdercontrolsince 01/2018 · owns 5% to 10%
- Jay Michael Chasnoff · Founder And Chairmansince 08/1990 · owns 10% to 25%
- Stewart John Evans · Shareholdersince 01/2007 · owns 5% to 10%
- Russell James Hadaway · Chief Compliance Officersince 01/2019 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cincinnati, Oh · principal | 40 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Cincinnati, OH3 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 9,863 to 9,643Jul 31, 2025 to Mar 20, 2026
- Charity clients · 21 to 23Jul 31, 2025 to Mar 20, 2026
- HNW clients · 917 to 1,006Jul 31, 2025 to Mar 20, 2026
- Individual clients · 860 to 861Jul 31, 2025 to Mar 20, 2026
- Pension plan clients · 50 to 44Jul 31, 2025 to Mar 20, 2026
- Assets in custody · $1.7B to $1.8BJul 31, 2025 to Mar 20, 2026
- Employees · 95 to 103Jul 31, 2025 to Mar 20, 2026
- Other offices · 4 to 3Jul 31, 2025 to Mar 20, 2026
- Discretionary RAUM · $5.3B to $6.3BJul 31, 2025 to Mar 20, 2026
- HNW RAUM · $4.9B to $5.7BJul 31, 2025 to Mar 20, 2026
- Individual RAUM · $189M to $218MJul 31, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $47.7M to $73.6MJul 31, 2025 to Mar 20, 2026
- Pension RAUM · $174M to $212MJul 31, 2025 to Mar 20, 2026
- RAUM · $5.4B to $6.4BJul 31, 2025 to Mar 20, 2026
- Wrap assets (manager) · unset to 152376763.0Jul 31, 2025 to Mar 20, 2026
- Wrap assets (sponsor) · unset to 0.0Jul 31, 2025 to Mar 20, 2026
- Financial planning clients · More than 500 to More than 500Mar 31, 2025 to Jul 31, 2025
- Accounts · 10,678 to 9,863Mar 27, 2024 to Mar 31, 2025
- Advisory employees · 36 to 37Mar 27, 2024 to Mar 31, 2025
- Charity clients · 24 to 21Mar 27, 2024 to Mar 31, 2025
- HNW clients · 887 to 917Mar 27, 2024 to Mar 31, 2025
- Pension plan clients · 36 to 50Mar 27, 2024 to Mar 31, 2025
- Assets in custody · $1.0B to $1.7BMar 27, 2024 to Mar 31, 2025
- Employees · 93 to 95Mar 27, 2024 to Mar 31, 2025
- State-registered IARs · 36 to 37Mar 27, 2024 to Mar 31, 2025
- Other offices · 3 to 4Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.9B to $5.3BMar 27, 2024 to Mar 31, 2025
- HNW RAUM · $4.4B to $4.9BMar 27, 2024 to Mar 31, 2025
- Individual RAUM · $198M to $189MMar 27, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $41.3M to $47.7MMar 27, 2024 to Mar 31, 2025
- Pension RAUM · $111M to $174MMar 27, 2024 to Mar 31, 2025
- RAUM · $4.9B to $5.4BMar 27, 2024 to Mar 31, 2025
- Accounts · 8,663 to 10,678Oct 18, 2023 to Mar 27, 2024
- Advisory employees · 34 to 36Oct 18, 2023 to Mar 27, 2024
- Charity clients · 23 to 24Oct 18, 2023 to Mar 27, 2024
- HNW clients · 819 to 887Oct 18, 2023 to Mar 27, 2024
- Individual clients · 869 to 860Oct 18, 2023 to Mar 27, 2024
- Pension plan clients · 39 to 36Oct 18, 2023 to Mar 27, 2024
- Assets in custody · $832M to $1.0BOct 18, 2023 to Mar 27, 2024
- Employees · 81 to 93Oct 18, 2023 to Mar 27, 2024
Signals
7 dated events
- Andrew Blade Thompson left Truepoint, Inc. for Mariner (registered 2026-01-12)Jan 6, 2026 · Advisor changed firm · fact
- Kyle Whitney Dodson left Truepoint, Inc. for The Advisory Group Of San Francisco, Llc (registered 2024-08-05)Apr 26, 2024 · Advisor changed firm · fact
- Dejah Nikayla Gay left Truepoint, Inc. for Lpl Financial Llc (registered 2024-10-11)Jan 3, 2024 · Advisor changed firm · fact
- Andrew Jordan Damcevski left Truepoint, Inc. for Ajd Wealth (registered 2023-11-09)Aug 9, 2023 · Advisor changed firm · fact
- Michael Scott Keller (Investment Specialist And Principal) appeared on Schedule A of Truepoint, Inc.Jun 25, 2019 · Control person joined · fact
- Disbrow Ian Meiksins (Chief Compliance Officer) no longer on Schedule A of Truepoint, Inc. (listed 2018-12-04, absent 2019-01-25)Jan 25, 2019 · Control person left · inference
- Russell James Hadaway (Chief Compliance Officer) appeared on Schedule A of Truepoint, Inc.Jan 25, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 513-792-6648reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/usecommasreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/TRUEPOINTWEALTHreportedpublic record, Form ADV, Sep 17, 2026
- Website
- truepointia.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 513-792-6648reportedpublic record, Form ADV, Aug 31, 2026
- Contact form
- truepointwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- truepointwealth.com/our-peoplereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $160Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026