Michael Chasnoff has been Founder and Chairman of Truepoint since August 1990, is not listed as a control person, but directly owns between 10% and 25% of the firm. Michael Chasnoff holds a BBA in Finance from the University of Texas.
Truepoint, Inc. is a Cincinnati, OH firm with $6.39B under management, 1,934 clients and 37 advisers across 4 offices, as of its August 2026 filing.
Michael J. Chasnoff is Founder and Chairman of Truepoint. He started the firm in 1990 and is a member of its management team. He is a former President of the National Association of Personal Financial Advisors and founder and former president of National Advisors Trust Company.
- Truepoint, Inc.Current– present · 19 yearsCincinnati, OH · Adviser representative · Firm CRD 105664
Investment adviser representative registrations
Michael Chasnoff is registered as an investment adviser representative in 2 states. The first approvals date from May 2007; the most recent is Ohio, in May 2016.
- OhioSince 18 May 2016
- TexasSince 28 May 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 October 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 1985 |
| Series 7 | General Securities Representative Examination | 17 August 1985 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Jay Chasnoff
- CRD
- 1255010
- Firm
- Truepoint · CRD 105664
- Role
- Founder and Chairman
- Office
- 9999 Carver Road, Suite 200, Cincinnati, OH 45242
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truepointwealth.com
Where does Michael Chasnoff work?
Michael Chasnoff has been Founder and Chairman of Truepoint, Inc. since August 1990.
Is Michael Chasnoff a financial advisor?
Yes. Michael Chasnoff has a current investment-adviser registration in Ohio and Texas, through Truepoint since May 2007.
How many years of experience does Michael Chasnoff have?
Michael Chasnoff has 19 years in the financial industry, since May 2007, across 1 adviser firm.
What exams has Michael Chasnoff passed?
Michael Chasnoff has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in August 1985.
Where is Michael Chasnoff based?
Michael Chasnoff’s registered office is in Cincinnati, OH.
Is Michael Chasnoff registered with FINRA?
No. Michael Chasnoff has no current broker registration.
How can I verify Michael Chasnoff’s record?
Search CRD 1255010 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Chasnoff’s full registration record.
