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. 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

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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

    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 85
  • Matthew Whall

    Matthew Whall

    Regional Vice PresidentCRD 4279970

  • Richard Burt

    Richard Burt

    Regional Vice PresidentCRD 5355741

  • Ryan Kohout

    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