LP Profile

Truepoint Capital

Also known as truepoint

Wealth ManagerCincinnati, United StatesFounded 1990
$5.4B
Assets Under Management
Cincinnati
Headquarters
Investment Focus

About Truepoint Capital

Fee-only wealth management firm based in Cincinnati, OH. Helping clients achieve financial peace of mind since 1990.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Truepoint Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$6.4B
Total Clients
9,643
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Truepoint Capital?

Truepoint Capital is a wealth manager based in Cincinnati, United States, managing approximately $5.4B in assets.

Where is Truepoint Capital headquartered?

Truepoint Capital is headquartered in Cincinnati, United States.

How much does Truepoint Capital manage?

Truepoint Capital manages approximately $5.4B in assets under management.

When was Truepoint Capital founded?

Truepoint Capital was founded in 1990.

How can I contact Truepoint Capital?

Verified contact details, key decision-makers, and investment preferences for Truepoint Capital are available on LPbacked. Create a free account to access them.