Steven Condon has been Chief Executive Officer & Shareholder of Truepoint since January 2007, is a control person of the firm and directly owns between 10% and 25% of it. Steven Condon holds a BA in Business Administration from Thomas More College and an MBA in Investment Management from The Ohio State University.
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.
Steve Condon is Chief Executive Officer and Shareholder of Truepoint. He leads the firm's management team and takes part in strategic initiatives and day-to-day execution. He participates in industry leadership groups, including Fidelity's Advisor Council and the Dimensional Fund Advisors CEO Forum.
Professional designations
Listed by Truepoint
- Chartered Financial Analyst
Investment adviser representative registrations
Steven Condon is registered as an investment adviser representative in Ohio, since November 2016.
- OhioSince 17 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 August 1998 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Steven Thomas Condon
- CRD
- 3087473
- Firm
- Truepoint · CRD 105664
- Role
- Chief Executive Officer & Shareholder
- Office
- 9999 Carver Road, Suite 200, Cincinnati, OH 45242
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truepointwealth.com
Where does Steven Condon work?
Steven Condon has been Chief Executive Officer & Shareholder of Truepoint, Inc. since January 2007, and is a control person of the firm.
Is Steven Condon a financial advisor?
Yes. Steven Condon has a current investment-adviser registration in Ohio, through Truepoint since November 2016.
How many years of experience does Steven Condon have?
Steven Condon has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Steven Condon passed?
Steven Condon passed the Series 6 in August 1998.
Where is Steven Condon based?
Steven Condon’s registered office is in Cincinnati, OH.
Is Steven Condon registered with FINRA?
No. Steven Condon has no current broker registration.
Is Steven Condon a CFA charterholder?
Truepoint lists Steven Condon with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
How can I verify Steven Condon’s record?
Search CRD 3087473 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Condon’s full registration record.
