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

31

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 107126
Registered since: September 14, 1990
Website: www.westernsouthern.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
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 registered with the SEC since 1990 that manages liquidity- and fixed-income-oriented mandates for individuals, families and institutions. The firm provides comprehensive advisory services including financial planning, portfolio management across individual and pooled vehicles, selection of sub‑advisers, and operates in roles associated with commodity pools (CPO/CTA). Fee arrangements are varied — percentage of AUM, hourly, fixed and performance-based structures are all used. The firm also identifies as an active ESG investor.

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

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

Unlock 3 more executives →

Contacts

3 of 25

Daniel Gibson
Vp, Portfolio ManagerCRD 7215537
Laura Farro
Registered RepresentativeCRD 6790994
Zarinah Mitchell
Senior AccountantCRD 5457309

Unlock 22 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 93

Active vs passive

$1.6B in ETFs

Passive

69%

$1.1B

Active

30%

$516M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$410M	547,391	24.96%

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

Similar firms

Touchstone Advisors Inc

Cincinnati, OH

AUM $31.1BTEAM 86REPS 88

FEG

Cincinnati, OH

AUM $23.9BTEAM 136REPS 12

Johnson Investment Counsel, Inc.

Cincinnati, OH

AUM $23BTEAM 164REPS 64

American Money Management Corporation ("Ammc")

Cincinnati, OH

AUM $21.3BTEAM 25REPS 10

Bahl & Gaynor LLC

Cincinnati, OH

AUM $21BTEAM 79REPS 31

Gateway Investment Advisers, LLC

Cincinnati, OH

AUM $11.6BTEAM 28REPS 17

More RIAs in Cincinnati →All Ohio RIAs →