Fifth Third Wealth Advisors LLC

RIASEC RegisteredEst. 2021

Total AUM

$7.8B

Discretionary

$7.8B

100% of AUM

Avg account

$3.7M

Accounts

2,121

Employees

83

Advisory reps

69

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 313015
Registered since: August 17, 2021
Website: www.53.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI38.15%
Corporations / Businesses28.24%
State / Municipal Government15.17%
Charitable Organizations12.34%
Individuals4.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fifth Third Wealth Advisors LLC is an SEC-registered advisory and broker-dealer entity organized as an LLC and registered in 2021. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, publishing client communications, and running educational seminars and workshops. Compensation is a mix of percentage-of-AUM and fixed fees. The firm identifies itself as an active ESG investor and maintains industry relationships across broker-dealer, trust, banking, insurance and pooled-vehicle sponsorship roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities22%
Public Funds/Mutual Funds21%
Cash & Cash Equivalents21%
US Government Bonds14%
Investment Grade Corp Bonds13%

Owners & executives

3 of 6

Darren Earnhardt
Chief Operating OfficerCRD 2356117
John Hoeting
Co-Chief Fixed Income OfficerCRD 2851651
Christopher Osmond
Chief Investment OfficerCRD 4841700

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Contacts

3 of 63

Carolyn Balzano
Assistant Vice PresidentCRD 6065296
Amy Perrin
Managing DirectorCRD 3012638
Christian Gannon
Senior Portfolio ManagerCRD 5897521

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 163

Active vs passive

$1.6B in ETFs

Passive

94%

$1.5B

Active

4%

$98.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$383M	511,496	24.06%

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Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area: Cincinnati-Wilmington-Maysville, OH-KY-IN
Region: Midwest
County: Hamilton
Address: 38 Fountain Square Plz
Time zone: ET (UTC-5)
Office locations

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