Touchstone Advisors Inc
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 107028
- Registered since
- February 28, 1994
- Website
- touchstoneadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Touchstone Advisors Inc. is an institutional registered investment adviser that primarily serves institutional clients and operates as a capital allocator. The firm has been SEC-registered since 1994 and is structured as a corporation. Its advisory mandate includes portfolio management for investment companies and the selection of other advisers, and it conducts business activities consistent with a commodity pool operator/commodity trading adviser (CPO/CTA) role. Touchstone charges fees as a percentage of assets under management and appears focused on managing pooled investment vehicles and selecting external sub-advisers for institutional mandates. The firm maintains a range of industry affiliations beyond its RIA registration: it has connections to broker-dealers, insurance companies, other investment advisers, and acts in sponsor/GP roles for investment vehicles. Those affiliations indicate a hybrid operating model that blends internal portfolio management with sponsored pooled products and third-party manager relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Timothy Stearns
Vice President and Chief Compliance OfficerCRD 1327230

Terrie Wiedenheft
SVP, Chief Financial OfficerCRD 2619213

Blaine Walters
Sales CoordinatorCRD 7852615
Contacts
3 of 85
Matthew Whall
Regional Vice PresidentCRD 4279970
Richard Burt
Regional Vice PresidentCRD 5355741

Ryan Kohout
Internal WholesalerCRD 7716185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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