Benjamin Robert Pantalone
Financial advisor at Truepoint, Inc. · Cincinnati, OH
Last updated 2026-10-10
Claim your profileBenjamin Robert Pantalone is a financial advisor at Truepoint, Inc. in Cincinnati, OH, CRD 8048737. IAPD registration began 2025-03-25.
Registration
- CRD number
- 8048737
- Registration status
- Active
- IAPD registration
- 2025-03-25
- Industry Experience
- 1 year
- Work Experience
- 12 years
- States registered
- OH
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2022-08 to Present · Truepoint, Inc. · Cincinnati, OH
- 2014-08 to 2018-05 · Wyoming High School · Wyoming, OH
- 2018-08 to 2020-06 · University of Kentucky · Lexington, KY
- 2020-06 to 2020-08 · Cincinnati Financial · Fairfield, OH
- 2020-08 to 2021-06 · University of Kentucky · Lexington, KY
- 2021-06 to 2021-08 · General Electric · Evendale, OH
- 2021-08 to 2022-01 · University of Kentucky · Lexington, KY
- 2022-01 to 2022-04 · Spectrum Financial Alliance Ltd, LLC · Lexington, KY
- 2022-04 to 2022-05 · University of Kentucky · Lexington, KY
Current employment
- Truepoint, Inc. · Cincinnati, OH
Truepoint, Inc.
- Regulatory AUM
- $6,392,730,954
- Registered advisors
- 40
- Offices
- 3
- Clients per advisor
- 48.4 (Low)
- Average AUM per client
- $3.3M (Moderate)
- High-net-worth client ratio
- 52.0% (High)
Truepoint, Inc.: advisors, services and reported ETF investments
About
Benjamin Robert Pantalone is a Chartered Financial Analyst financial advisor at Truepoint, Inc. in Cincinnati, OH. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include University of Kentucky, Spectrum Financial Alliance Ltd, LLC, General Electric, Cincinnati Financial, among others.
Truepoint, Inc.'s firm-level Form ADV reports 40 advisors across 3 offices; approximately 48.4 clients per advisor, average assets per client of $3,305,445, and regulatory AUM of $6.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $4.7B across 100 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Benjamin Robert Pantalone personally.
Reported ETF positions
Truepoint reports 100 ETF positions worth $4.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BSV — Vanguard Short-Term Bond ETF | $578.1M |
| DFCF — Dimensional Core Fixed Income ETF | $568.9M |
| IVV — iShares Core S&P 500 ETF | $502.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $424.7M |
| VOT — Vanguard Morningstar Mid-Cap Growth ETF | $334.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Truepoint's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $502.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $502.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | DFUS — Dimensional U.S. Equity Market ETF | $1.9M | Top 98.8% | Residual alpha +0.77% · Residual Sharpe 0.04 |
| Diversification Benefits | PJUL — Innovator U.S. Equity Power Buffer ETF - July | $211K | Top 95.5% | Replicability (R²) 77.0% · Residual Sharpe 0.30 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Truepoint, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
Location
9999 Carver Road, Cincinnati, OH 45242
40 advisors at this office.
Contact
The firm's filed contact details.
Official record
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