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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 31, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENTLEY, THOMAS, EDWARD | I | SHAREHOLDER | NA | Control |
| CARROLL, JANEL, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| CARROLL, JANEL, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| CARROLL, JANEL, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| CARROLL, JANEL, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| CARROLL, JANEL, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| CARROLL, JANEL, Elizabeth | I | CHIEF OPERATING OFFICER | NA | |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | PRESIDENT | E | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CHASNOFF, MICHAEL, JAY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CONDON, STEVEN, THOMAS | I | PRESIDENT | B | Control |
| CARROLL, JANEL | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CARROLL, JANEL, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| CONDON, STEVEN, THOMAS | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| EVANS, JOHN, STEWART | I | SHAREHOLDER | A | |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| KELLER, SCOTT, MICHAEL | I | INVESTMENT SPECIALIST AND PRINCIPAL | A | Control |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A | |
| WALKER, JANEL, CARROLL | I | CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Jul 31, 2025 REGISTERED
Notice Filings (31)
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Address
9999 CARVER ROADSUITE 200
CINCINNATI, OH 45242
United States
Phone: 513-792-6648