# TRUEPOINT, INC.

TRUEPOINT, INC. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 105664
- Type: SEC-registered investment adviser
- SEC file number: 801-25433
- Location: 9999 CARVER ROAD, SUITE 200, CINCINNATI, OH, 45242
- Phone: 513-792-6648
- Latest filing: 2026-03-20
- Regulatory AUM: $6.4B
- Discretionary AUM: $6.3B
- Non-discretionary AUM: $73.6M
- Clients: 103
- Accounts: 9,643

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Michael Jay Chasnoff | CHIEF EXECUTIVE OFFICER; FOUNDER AND CHAIRMAN | — |
| John Stewart Evans | SHAREHOLDER | — |
| Steven Thomas Condon | CHIEF EXECUTIVE OFFICER & SHAREHOLDER; PRESIDENT | — |
| Scott Michael Keller | CHIEF INFORMATION OFFICER & SHAREHOLDER; INVESTMENT SPECIALIST AND PRINCIPAL | — |
| CHASNOFF MICHAEL JAY | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| CARROLL JANEL ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING  OFFICER | — |
| EVANS JOHN STEWART | SHAREHOLDER | — |
| CONDON STEVEN THOMAS | PRESIDENT; SHAREHOLDER | — |
| WALKER JAMES CARROLL | CHIEF COMPLIANCE OFFICER | — |
| BENTLEY THOMAS EDWARD | SHAREHOLDER | — |
| KELLER DAVID MICHAEL | INVESTMENT SPECIALIST AND PRINCIPAL | — |
| CARROLL JANEL | CHIEF COMPLIANCE OFFICER | — |
| Meiksins Ian Disbrow | CHIEF COMPLIANCE OFFICER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105664/similar
- Related entities: https://search.stillhousedata.com/firm/105664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105664

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.