|
⚲
|
| Keyboard |
| Truepoint Inc
✚
|
|
|---|---|
| CRD # | 105664 |
| SEC # | 801-25433 |
| CIK # | 0001427748 |
| AUM | 6,392.7 M (2026-03-20) |
| Employees | 103 (36% Investors, 0% Brokers) |
| Phone | 513-792-6648 |
| Address | 9999 Carver Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Procter & Gamble Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 861 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,006 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 44 | 0.2 |
| (h) Charitable organizations | 23 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,643 | 6.4 |
| By Discretionary | ||
| Discretionary | 8,804 | 6.3 |
| Non-Discretionary | 839 | 0.1 |
| Total | 9,643 | 6.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.4 | |
| Total | 9,643 | 6.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001427748] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
T Rowe Price Canada Inc
✚
|
MD | 6,553.1 M |
|
Kornitzer Capital Management Inc
✚
|
KS | 6,491.5 M |
|
Jensen Investment Management Inc
✚
|
OR | 6,477.5 M |
|
Greenspring Advisors LLC
✚
|
MD | 6,464.4 M |
|
Avior Wealth Management LLC
✚
|
NE | 6,464.2 M |
|
Douglass Winthrop Advisors LLC
✚
|
NY | 6,456.8 M |
|
Global Alpha Capital Management Ltd
✚
|
6,342.6 M | |
|
International City Management Association Retirement Corporation
✚
|
DC | 6,308.2 M |
|
Kovack Advisors Inc
✚
|
FL | 6,279.7 M |
|
WCG Wealth Advisors LLC
✚
|
NV | 6,276.7 M |