TRUEPOINT, INC.
CRD #105664 SEC #801-25433 CINCINNATI, OH 513-792-6648
SEC Registered
Total AUM
$5.4B
Discretionary
$5.3B
Employees
95
Clients
--
Accounts
9,863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $5.4B | $5.3B | $47.7M | 95 | 0 |
| Mar 2025 | $5.4B | $5.3B | $47.7M | 95 | 0 |
| Mar 2024 | $4.9B | $4.9B | $41.3M | 93 | 0 |
| Oct 2023 | $4.2B | $4.2B | $20.5M | 81 | 0 |
| Mar 2023 | $4.2B | $4.2B | $20.5M | 81 | 0 |
| Mar 2022 | $4.6B | $4.6B | $7.3M | 75 | 0 |
| Aug 2021 | $3.9B | $3.9B | $10.8M | 68 | 0 |
| May 2021 | $3.9B | $3.9B | $10.8M | 68 | 0 |
| Mar 2021 | $3.9B | $3.9B | $10.8M | 68 | 0 |
| Jun 2020 | $3.4B | $3.4B | $17.9M | 64 | 0 |
| Mar 2020 | $3.4B | $3.4B | $17.9M | 64 | 0 |
| Nov 2019 | $2.7B | $2.7B | $30.2M | 63 | 0 |
| Jun 2019 | $2.7B | $2.7B | $30.2M | 63 | 0 |
| Mar 2019 | $2.7B | $2.7B | $30.2M | 63 | 0 |
| Jan 2019 | $2.8B | $2.8B | $30.2M | 56 | 0 |
| Dec 2018 | $2.8B | $2.8B | $30.2M | 56 | 0 |
| Oct 2018 | $2.8B | $2.8B | $30.2M | 56 | 0 |
| May 2018 | $2.8B | $2.8B | $30.2M | 56 | 0 |
| Mar 2018 | $2.8B | $2.8B | $30.2M | 56 | 0 |
| Apr 2017 | $2.4B | $2.4B | $23.8M | 52 | 800 |
| Apr 2017 | $2.4B | $2.4B | $23.8M | 52 | 800 |
| Apr 2017 | $2.4B | $2.4B | $23.8M | 52 | 800 |
| Mar 2017 | $2.4B | $2.4B | $23.8M | 52 | 800 |
| Oct 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Jun 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Jun 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Apr 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Apr 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Apr 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Mar 2016 | $2B | $2B | $32.8M | 45 | 700 |
| Sep 2015 | $1.9B | $1.8B | $11.4M | 36 | 700 |
| Mar 2015 | $1.9B | $1.8B | $11.4M | 36 | 700 |
| Dec 2014 | $1.6B | $1.6B | $23.1M | 31 | 700 |
| Mar 2014 | $1.6B | $1.6B | $23.1M | 31 | 700 |
| Dec 2013 | $1.3B | $1.3B | $29M | 27 | 600 |
| Oct 2013 | $1.3B | $1.3B | $29M | 27 | 600 |
| Mar 2013 | $1.3B | $1.3B | $29M | 27 | 600 |
| Apr 2012 | $1B | $982.7M | $28.8M | 11 | 500 |
| Apr 2012 | $1B | $982.7M | $28.8M | 11 | 500 |
| Nov 2011 | $932.8M | $899.9M | $32.9M | 11 | 251 |
| Apr 2010 | $748.9M | $723.2M | $25.6M | -- | -- |
| Feb 2009 | $590.4M | $557.7M | $32.7M | -- | -- |
| Jan 2008 | $666.7M | $631.3M | $35.5M | -- | -- |
| May 2007 | $666.7M | $631.3M | $35.5M | -- | -- |
| Mar 2007 | $666.7M | $631.3M | $35.5M | -- | -- |
| Mar 2002 | $225M | $200M | $25M | 10 | -- |
| Aug 2001 | $141.9M | $141.9M | $0 | 10 | -- |
DateJul 2025
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$47.7M
Employees95
Clients0
DateMar 2025
Total AUM$5.4B
Discretionary$5.3B
Non-Disc.$47.7M
Employees95
Clients0
DateMar 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$41.3M
Employees93
Clients0
DateOct 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$20.5M
Employees81
Clients0
DateMar 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$20.5M
Employees81
Clients0
DateMar 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$7.3M
Employees75
Clients0
DateAug 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$10.8M
Employees68
Clients0
DateMay 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$10.8M
Employees68
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$10.8M
Employees68
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.9M
Employees64
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.9M
Employees64
Clients0
DateNov 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$30.2M
Employees63
Clients0
DateJun 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$30.2M
Employees63
Clients0
DateMar 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$30.2M
Employees63
Clients0
DateJan 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$30.2M
Employees56
Clients0
DateDec 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$30.2M
Employees56
Clients0
DateOct 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$30.2M
Employees56
Clients0
DateMay 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$30.2M
Employees56
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$30.2M
Employees56
Clients0
DateApr 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$23.8M
Employees52
Clients800
DateApr 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$23.8M
Employees52
Clients800
DateApr 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$23.8M
Employees52
Clients800
DateMar 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$23.8M
Employees52
Clients800
DateOct 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateJun 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateJun 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateApr 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateApr 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateApr 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateMar 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$32.8M
Employees45
Clients700
DateSep 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$11.4M
Employees36
Clients700
DateMar 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$11.4M
Employees36
Clients700
DateDec 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$23.1M
Employees31
Clients700
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$23.1M
Employees31
Clients700
DateDec 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29M
Employees27
Clients600
DateOct 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29M
Employees27
Clients600
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29M
Employees27
Clients600
DateApr 2012
Total AUM$1B
Discretionary$982.7M
Non-Disc.$28.8M
Employees11
Clients500
DateApr 2012
Total AUM$1B
Discretionary$982.7M
Non-Disc.$28.8M
Employees11
Clients500
DateNov 2011
Total AUM$932.8M
Discretionary$899.9M
Non-Disc.$32.9M
Employees11
Clients251
DateApr 2010
Total AUM$748.9M
Discretionary$723.2M
Non-Disc.$25.6M
Employees--
Clients--
DateFeb 2009
Total AUM$590.4M
Discretionary$557.7M
Non-Disc.$32.7M
Employees--
Clients--
DateJan 2008
Total AUM$666.7M
Discretionary$631.3M
Non-Disc.$35.5M
Employees--
Clients--
DateMay 2007
Total AUM$666.7M
Discretionary$631.3M
Non-Disc.$35.5M
Employees--
Clients--
DateMar 2007
Total AUM$666.7M
Discretionary$631.3M
Non-Disc.$35.5M
Employees--
Clients--
DateMar 2002
Total AUM$225M
Discretionary$200M
Non-Disc.$25M
Employees10
Clients--
DateAug 2001
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees10
Clients--