TRUEPOINT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $6.39B |
| Discretionary | $6.32B99% of AUM |
| Non-Discretionary | $73.6M |
| Client Accounts | 9,643 |
| Avg Account Size | $663K |
| Employees | 103 |
| Peak AUM | $6.39BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.4B | +18.6% | +14.9% | +10.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $6.39B |
| Discretionary | $6.32B |
| Employees | 103 |
| Client Accounts | 9643 |
| Client Range | More than 500 |
Contact & Location
Address
9999 CARVER ROAD
CINCINNATI OH 45242
Phone
513-792-6648
Filing History
62 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$6.3B
98.8% of AUM
Non-Discretionary
$74M
1.2% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Commodity Pool Operator
Related Entities (Item 7)
Insurance Company