AdvisorCensus / Financial advisors / Ohio / Cincinnati / Touchstone Advisors Inc
Touchstone Advisors Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1994, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Touchstone Advisors Inc compensated?
On its Form ADV (Item 5.E, October 2026), Touchstone Advisors Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Touchstone Advisors Inc located?
Touchstone Advisors Inc's principal office is in Cincinnati, OH, according to its Form ADV.
Is Touchstone Advisors Inc registered with the SEC or a state?
Touchstone Advisors Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 107028.
How much does Touchstone Advisors Inc manage?
Touchstone Advisors Inc reports $31,091,453,599 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Touchstone Advisors Inc's assets and staff changed since 2021?
In the Form ADV data for Touchstone Advisors Inc: Regulatory assets under management: $25,915,385,220 in the October 2021 data and $31,091,453,599 in the October 2026 data, up 20%. Total employees: 80 in October 2021 and 86 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Touchstone Advisors Inc serve?
By number of clients on Form ADV Item 5.D: investment companies (40).
Does Touchstone 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/107028
What changed in Touchstone Advisors Inc's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
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
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
Regulatory assets under management
Item 5.F$31,091,453,599 as of October 2026, filing dated March 31, 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- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1994 (32 years)
- Employees
- Total: 86. Performing investment advisory functions: 14.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $31,091,453,599 | 86 | March 31, 2026 |
| October 2025 | $29,132,797,072 | 83 | July 15, 2025 |
| October 2024 | $26,738,929,617 | 84 | August 2, 2024 |
| October 2023 | $23,643,699,112 | 83 | March 29, 2023 |
| October 2022 | $34,631,984,518 | 83 | September 26, 2022 |
| October 2021 | $25,915,385,220 | 80 | March 24, 2021 |
Regulatory assets under management: $25,915,385,220 in the October 2021 data and $31,091,453,599 in the October 2026 data, up 20%.
Total employees: 80 in October 2021 and 86 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
- 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. Touchstone Advisors Inc (CRD 107028): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/touchstone-advisors-inc-cincinnati-oh-107028