Michael Jay Chasnoff
CFP®Professional Summary
Michael Jay Chasnoff, CFP® is a registered financial advisor currently at TRUEPOINT, INC. located in Cincinnati, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
Biography
Since founding Truepoint in 1990, Michael Chasnoff has put an emphasis on assembling and leading a team that works well together for the exclusive benefit of the client. As CEO, he focuses on providing strategic vision and leadership to the firm and leading business development efforts. Michael holds a bachelor’s degree in finance from the University of Texas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has contributed much as a former chairman of the...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Credentials
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
Education
College of Financial Planning
Accounting and Finance
Accounting and Finance
1988 - 1989
The University of Texas at Austin - The Red McCombs School of Business
Finance
Finance
1978 - 1982
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Current Firm
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
Contact Information
Main Address
9999 Carver Road Suite 200, Cincinnati, OH 45242Phone Number
(513) 792-6648# of Employees
103SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
9,643AUM (Assets Under Management)
$6,392,730,954Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2026 | Cover Page | Report |
| 01/23/2026 | Cover Page | Report |
| 07/08/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
State Registrations and Notice Filings
(5/18/2016)
(5/28/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Jay Chasnoff's CRS (Customer Relationship Summary).
Services Offered by Michael
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
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CAPITAL ADVISORY SERVICES, LLC