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 a limited liability company operating as a conventional broker-dealer and registered investment adviser. The firm describes itself as a capital allocator serving both individual and family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, periodic publications, and educational seminars. Fifth Third Wealth Advisors reports using both percentage-of-AUM and fixed-fee billing and identifies itself as an active ESG investor. It also has affiliations across banking, trust, 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

Unlock 3 more executives →

Contacts

3 of 63

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

Unlock 60 more contacts →

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%

Unlock additional holdings →

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

Similar firms

Redtree Investment Group

Cincinnati, OH

AUM $9.7BTEAM 9REPS 8

Bartlett & Co Wealth Management LLC

Cincinnati, OH

AUM $10.3BTEAM 84REPS 35

Constellation Wealth Advisors

Cincinnati, OH

AUM $5.4BTEAM 26REPS 16

Gateway Investment Advisers, LLC

Cincinnati, OH

AUM $11.6BTEAM 28REPS 17

PCA Investment Advisory Services, Inc.

Cincinnati, OH

AUM $4.3BTEAM 15REPS 14

Foster & Motley Inc

Cincinnati, OH

AUM $2.9BTEAM 51REPS 33

More RIAs in Cincinnati →All Ohio RIAs →