AdvisorCensus / Financial advisors / Ohio / Cincinnati / Fort Washington Investment Advisors Inc
Fort Washington Investment Advisors Inc
Filed as FORT WASHINGTON INVESTMENT ADVISORS INC
Fort Washington Investment Advisors Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 23, 2026.
Quick answers
From the filingHow is Fort Washington Investment Advisors Inc compensated?
On its Form ADV (Item 5.E, October 2026), Fort Washington Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other.
Where is Fort Washington Investment Advisors Inc located?
Fort Washington Investment Advisors Inc's principal office is in Cincinnati, OH, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Fort Washington Investment Advisors Inc registered with the SEC or a state?
Fort Washington Investment Advisors Inc is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107126.
How much does Fort Washington Investment Advisors Inc manage?
Fort Washington Investment Advisors Inc reports $93,472,911,048 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (99% discretionary).
How have Fort Washington Investment Advisors Inc's assets and staff changed since 2021?
In the Form ADV data for Fort Washington Investment Advisors Inc: Regulatory assets under management: $68,465,258,419 in the October 2021 data and $93,472,911,048 in the October 2026 data, up 37%. Total employees: 142 in October 2021 and 157 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fort Washington Investment Advisors Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (586); charitable organizations (65); pooled investment vehicles (other than investment companies and business development companies) (51).
Which custodians does Fort Washington Investment Advisors Inc use?
Fort Washington Investment Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon as a custodian holding 10% or more of its separately managed account assets.
Does Fort Washington Investment Advisors Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107126
What changed in Fort Washington Investment Advisors Inc's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 87 to 72. Regulatory assets under management went from $84,948,848,163 to $93,472,911,048 (+10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated June 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$93,472,911,048 as of October 2026, filing dated June 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1990 (36 years)
- Employees
- Total: 157. Performing investment advisory functions: 72.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the July 2026 filing
- States registered or notice-filed
-
22 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $93,472,911,048 | 157 | June 23, 2026 |
| October 2025 | $84,948,848,163 | 154 | July 18, 2025 |
| October 2024 | $79,457,379,980 | 158 | August 16, 2024 |
| October 2023 | $71,037,804,050 | 151 | September 29, 2023 |
| October 2022 | $78,024,335,638 | 136 | April 27, 2022 |
| October 2021 | $68,465,258,419 | 142 | August 12, 2021 |
Regulatory assets under management: $68,465,258,419 in the October 2021 data and $93,472,911,048 in the October 2026 data, up 37%.
Total employees: 142 in October 2021 and 157 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 87 to 72.
- Regulatory assets under management went from $84,948,848,163 to $93,472,911,048 (+10%).
- January 2026
- No longer registered or notice-filed in AL, AR, CT, DC, DE, HI, IA, ID, KS, ME, MI, MN, MO, MS, ND, NE, NH, NJ, NV, OK, PA, RI, SC, SD, UT, VT, WV.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fort Washington Investment Advisors Inc (CRD 107126): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fort-washington-investment-advisors-inc-cincinnati-oh-107126