TOUCHSTONE ADVISORS INC

RIASEC RegisteredEst. 1994
Total AUM
$31.1B
Discretionary
$31.1B
100% of AUM
Avg account
$777M
Accounts
40
Employees
86
Advisory reps
88

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
107028
Registered since
February 28, 1994
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Touchstone Advisors Inc. operates as an institutional-focused investment manager and capital allocator that combines pooled-product sponsorship with direct portfolio management. The firm runs asset-based fee mandates and serves as an adviser to investment companies, while also performing selection-of-adviser duties for other managers. Its business mix includes commodity pool/CTA activity and sponsorship or management roles for pooled investment vehicles and limited partnerships, signaling a hybrid model that blends public fund management with private-vehicle governance and distribution relationships. The firm does not position itself as an active ESG investor. Its institutional client base and fee-as-a-percentage-of-AUM model indicate a focus on scalable solutions—mutual funds or similar registered vehicles on the public side, and structured private funds or commodity pools on the alternative side. Industry affiliations with broker-dealers and insurance companies suggest distribution and product partnerships beyond pure advisory mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

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

Unlock 82 more contacts

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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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