Touchstone Advisors Inc

RIASEC Registered
Total AUM
$31.1B
Discretionary
$31.1B
100% of AUM
Avg account
$777M
Accounts
40
Employees
86
Advisory reps
91

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. is a corporate, institutional registered investment adviser that has been registered with the SEC since 1994. The firm operates as a capital allocator for institutional clients and charges fees as a percentage of assets under management. Its advisory activities emphasize portfolio management for investment companies and the selection of other advisers. Touchstone is also registered to operate in roles typical of commodity products and trading (CPO/CTA), and it maintains business affiliations across the financial services chain, including broker-dealer, insurance, and sponsor/manager roles for pooled vehicles. The firm is not identified as an active ESG investor. Its client base is institutional, and its structure and activities indicate a focus on managing and packaging investment exposures for institutions and pooled vehicles rather than retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Timothy Stearns

    Timothy Stearns

    Vice President and Chief Compliance OfficerCRD 1327230

  • Terrie Wiedenheft

    Terrie Wiedenheft

    SVP, Chief Financial OfficerCRD 2619213

  • Blaine Walters

    Blaine Walters

    Sales CoordinatorCRD 7852615

Contacts

3 of 88
  • Joseph Giar

    Joseph Giar

    Regional Vice PresidentCRD 5719492

  • Brett Wagner

    Senior Product ManagerCRD 5793569

  • William Kussin

    William Kussin

    Divisional Vice PresidentCRD 5810274

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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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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