Chief Information Officer & Shareholder · Truepoint, Inc.
Scott M. Keller
CRD 4690886 · Named on Form ADV at one SEC-registered adviser
At a glance
Truepoint, Inc., an SEC-registered wealth manager based in Cincinnati, OH with $6.4 billion in regulatory assets, lists Scott M. Keller on its Form ADV as Chief Information Officer & Shareholder, a control person.
Firms and roles
- Truepoint, Inc.Chief Information Officer & ShareholderWealth manager · Cincinnati, OH · $6.4B in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael J. ChasnoffFounder and Chairman, Truepoint, Inc.
- John S. EvansShareholder, Truepoint, Inc.
- Steven T. CondonChief Executive Officer & Shareholder, Truepoint, Inc.
- James R. HadawayChief Compliance Officer, Truepoint, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.