FORT WASHINGTON INVESTMENT ADVISORS INC

RIASEC RegisteredEst. 1990
Total AUM
$93.5B
Discretionary
$93B
99% of AUM
Avg account
$56.7M
Accounts
1,650
Employees
157
Advisory reps
30

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
107126
Registered since
September 14, 1990
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Insurance Companies65.06%
  • Investment Companies13.51%
  • Pooled Investment Vehicles8.48%
  • Pension & Profit Sharing Plans4.19%
  • Corporations / Businesses2.82%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fort Washington Investment Advisors Inc is a corporate investment adviser that combines a fixed‑income bias with multi‑client portfolio management for individuals, families and institutions. The firm leans on investment‑grade corporate bonds as a core allocation and manages liquidity‑oriented strategies alongside broader institutional mandates. Its advisory scope includes financial planning, separate account management for individuals and small businesses, pooled investment vehicle oversight and the selection of sub‑advisers, and it operates in a capacity consistent with CPO/CTA activity. The firm identifies as an active ESG investor and uses a mix of fee structures—percentage of AUM, hourly, fixed fees and performance‑based fees—depending on client arrangements. Fort Washington also maintains industry relationships across broker‑dealer channels, insurance company platforms and sponsor roles for limited partnerships and pooled vehicles, indicating a multi‑product distribution and sponsor capability in addition to direct advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 42%, Other 31%, Exchange Traded Equities 11%, Non-Investment Grade Corp Bonds 5%, US Government Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Public Funds/Mutual Funds 2%, Sovereign Bonds 1%42%
  • Investment Grade Corp Bonds42%
  • Other31%
  • Exchange Traded Equities11%
  • Non-Investment Grade Corp Bonds5%
  • US Government Bonds3%

Owners & executives

3 of 6
  • CHRISTOPHER SHIPLEY

    Co-Chief Investment OfficerCRD 7865043

  • Brendan White

    Co-Chief Investment OfficerCRD 6628990

  • Scott Henry

    Vice President and Chief Compliance OfficerCRD 8043051

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Contacts

3 of 24
  • Daniel Gibson

    VP, Portfolio ManagerCRD 7215537

  • Laura Farro

    Registered RepresentativeCRD 6790994

  • ZARINAH MITCHELL

    Senior AccountantCRD 5457309

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 92

Active vs passive

$1.4B in ETFs

Passive

68%

$974M

Active

30%

$456M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$358M547,92325.02%

Location

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
303 Broadway St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth