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. 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
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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