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TOUCHSTONE ADVISORS INC
CRD 107028File 801-45963
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$31.09B
Top 10% of cohort (national)
Discretionary AUM
$31.09B
Clients
40
40 accounts
Employees
86
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 28, 1994
- Principal office
- 303 BROADWAY, SUITE 1100, CINCINNATI, OH, 45202-4203
- Phone
- 513-362-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.09B
- Discretionary AUM
- $31.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 40
- Non-discretionary accounts
- 0
- Total accounts
- 40
- AUM per client
- $777.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 40 | $31.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 83 | 86 | increased by3 |
| Apr 1, 2026 | Clients | 41 | 40 | decreased by1 |
| Apr 1, 2026 | AUM | $29,132,797,072 | $31,091,453,599 | increased by$1,958,656,527 |
| Apr 1, 2026 | Accounts | 41 | 40 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 36 | 41 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $34,631,984,518 | $29,132,797,072 | decreased by$5,499,187,446 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 41 | increased by5 |
| Apr 1, 2022 | Employees | 80 | 83 | increased by3 |
| Apr 1, 2022 | Clients | 37 | 36 | decreased by1 |
| Apr 1, 2022 | AUM | $25,915,385,220 | $34,631,984,518 | increased by$8,716,599,298 |
| Apr 1, 2022 | Accounts | 37 | 36 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOUCHSTONE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOUCHSTONE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.