Touchstone Advisors Inc
SEC-registered
Mutual Fund / Asset Manager · Large ($10B–$100B)
CRD 107028
· SEC file 801-45963
· Cincinnati, OH
· WWW.TOUCHSTONEINVESTMENTS.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $31.1B
- Discretionary
- $31.1B
- Clients
- 40
- Avg AUM / client
- $777M
- Accounts
- 40
- Employees
- 86
AUM over time
$7.8B
$34.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 40 | $31.1B | 100.0% |
People (91)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clark, James, Norman | Director | Oct 1991 (35y) | Less than 5% | |
| Mcgruder, Jill Tripp | Director | Feb 1999 (28y) | Less than 5% | |
| Wuebbling, Donald, Joseph | Director | Aug 1999 (27y) | Less than 5% | |
| Wiedenheft, Terrie Ann | Chief Financial Officer | May 2000 (26y) | Less than 5% | |
| Bradley Stephen Watterson | Assistant Vice President, Investment Research | Oct 2007 (19y) | Less than 5% | |
| Timothy David Paulin | Sr. Vice President Investment Research & Product Management | Mar 2010 (16y) | Less than 5% | |
| Thomas James Singler | Avp, Investment Strategy Specialist | Jan 2012 (15y) | Less than 5% | |
| Timothy Steven Stearns | Vp, Chief Compliance Officer | Aug 2013 (13y) | Less than 5% | |
| Matthew Robert Barry | Vp, Product Management & Head Of Capital Markets | Sep 2017 (9y) | Less than 5% | |
| R Crit Thomas | Avp, Global Market Strategist | CFA | Nov 2017 (9y) | Less than 5% |
| Herron, Sarah, Sparks | Secretary | Dec 2017 (9y) | Less than 5% | |
| Johnson, Jay, Vincent | Vp, Corporate Finance And Treasurer | May 2018 (8y) | Less than 5% | |
| Lucas, Teresa, Ann | Vp, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax | May 2018 (8y) | Less than 5% | |
| Musgrove, John, S | Avp, Assistant Treasurer | May 2018 (8y) | Less than 5% | |
| Niemeyer, Jonathan, David | Director | May 2018 (8y) | Less than 5% | |
| Smith, Julie, Louise | Vp, Fund Administration And Operations | May 2018 (8y) | Less than 5% | |
| Anderson, Jason, Todd | Assistant Treasurer | Mar 2020 (6y) | Less than 5% | |
| Connelly, Lindsay, Michelle | Avp, Assistant Treasurer | Jul 2020 (6y) | Less than 5% | |
| Moore, Edward, Blake | President, Chief Executive Officer | Jul 2020 (6y) | Less than 5% | |
| Anthony Carl Lazzeri | Avp, Product Management & Capital Markets | Feb 2022 (5y) | Less than 5% | |
| Wittman, Scott, Joseph | Vice President, Tax | Dec 2022 (4y) | Less than 5% | |
| Brian Stephen Cheyne | Registered representative | Jun 2008 (18y) | ||
| Thomas Joseph Grout | Registered representative | Sep 2012 (14y) | ||
| Timothy John Costanza | Registered representative | Nov 2012 (14y) | ||
| Matthew Edward Campbell | Registered representative | Mar 2013 (13y) | ||
| Shawn Michael Scott | Registered representative | Nov 2014 (12y) | ||
| M Molly Swami | Registered representative | Jan 2015 (12y) | ||
| Bree Erika Barletto | Registered representative | Sep 2015 (11y) | ||
| Robert George Hendon | Registered representative | Apr 2016 (10y) | ||
| Charles William Diehl | Registered representative | May 2016 (10y) | ||
| Melinda Catherine Burgess | Registered representative | Oct 2016 (10y) | ||
| Christopher Michael Fangmann | Registered representative | Apr 2017 (9y) | ||
| Benjamin J Alge | Registered representative | Sep 2017 (9y) | ||
| Emily Anne Barnes | Registered representative | Oct 2017 (9y) | ||
| Daniel Scott Rappucci | Registered representative | Oct 2017 (9y) | ||
| Todd Michael Nuss | Registered representative | Jan 2018 (9y) | ||
| Steven Forrest Schumacher | Registered representative | Feb 2018 (8y) | ||
| Charles David Lynam | Registered representative | Feb 2018 (8y) | ||
| Brett Wagner | Registered representative | Mar 2018 (8y) | ||
| Joseph Gerard Grobbel | Registered representative | Jan 2019 (8y) | ||
| Cody Lee Owens | Registered representative | Jan 2019 (8y) | ||
| John Francis Oneal | Registered representative | May 2019 (7y) | ||
| Jeffrey Wayne Bryan | Registered representative | May 2019 (7y) | ||
| Daniel Mark Downing | Registered representative | May 2019 (7y) | ||
| Dillon Parian Broderick | Registered representative | Jun 2019 (7y) | ||
| Brian William Nugent | Registered representative | Jun 2019 (7y) | ||
| Mary Taylor Mock | Registered representative | Jun 2019 (7y) | ||
| Natalie Marie Mcdonald | Registered representative | Jun 2019 (7y) | ||
| Michael Stephen Jones | Registered representative | Jun 2019 (7y) | ||
| Timothy Allen Bray | Registered representative | Jun 2019 (7y) | ||
| Bryce Arthur Storm | Registered representative | Jun 2019 (7y) | ||
| Brian J Kirst | Registered representative | Jun 2019 (7y) | ||
| Michael Joseph York | Registered representative | Jun 2019 (7y) | ||
| Kenneth James Fish | Registered representative | Jun 2019 (7y) | ||
| William Frederick Kussin | Registered representative | Jul 2019 (7y) | ||
| Alexander Bahlinger | Registered representative | Aug 2019 (7y) | ||
| Michael Raymond Orr | Registered representative | Jan 2021 (6y) | ||
| Shemika Lashawn Freeman | Registered representative | Mar 2021 (5y) | ||
| Erik Aarts | Registered representative | Jun 2021 (5y) | ||
| Jacob Andrew Willis | Registered representative | Jun 2021 (5y) | ||
| Juan Sebastian Uran Munoz | Registered representative | Oct 2021 (5y) | ||
| Nicholas Michael Sexton | Registered representative | Oct 2021 (5y) | ||
| Michael Di Battista | Registered representative | Dec 2021 (5y) | ||
| Robert Moody | Registered representative | Apr 2022 (4y) | ||
| Christopher Ragen Frost | Registered representative | Jun 2022 (4y) | ||
| Jack Netter Smith | Registered representative | Jul 2022 (4y) | ||
| Matthew William Davoust Whall | Registered representative | Sep 2022 (4y) | ||
| Richard Patrick Burt | Registered representative | CFA | Sep 2022 (4y) | |
| James Welch | Registered representative | Dec 2022 (4y) | ||
| Barrett Jason Driggett | Registered representative | Apr 2023 (3y) | ||
| Bartlomiej Pindela | Registered representative | May 2023 (3y) | ||
| Patrick Charles Farris | Registered representative | Feb 2024 (2y) | ||
| Patrick James Gates | Registered representative | Feb 2024 (2y) | ||
| Jason Lind | Registered representative | CFA | Aug 2024 (2y) | |
| Blaine Walters | Registered representative | Jan 2025 (2y) | ||
| Timothy James Pratt | Registered representative | Jan 2025 (2y) | ||
| Joshua Alan Suedkamp | Registered representative | Feb 2025 (1y) | ||
| Brandon Acosta | Registered representative | Apr 2025 (1y) | ||
| Michael Day | Registered representative | CFA | Jul 2025 (1y) | |
| James Joseph Kissane | Registered representative | Jul 2025 (1y) | ||
| Davis Cohen | Registered representative | Aug 2025 (1y) | ||
| Samuel Alfredo Ruiz | Registered representative | Oct 2025 (1y) | ||
| Austin Ward | Registered representative | Oct 2025 (1y) | ||
| Jason Zawalich | Registered representative | Nov 2025 (1y) | ||
| Ryan Kohout | Registered representative | Nov 2025 (1y) | ||
| Alec Mc Clellan | Registered representative | Dec 2025 (1y) | ||
| Andrew David Messner | Registered representative | Dec 2025 (1y) | ||
| Marco Sabato | Registered representative | Jan 2026 (1y) | ||
| Joseph Giar | Registered representative | Mar 2026 (0y) | ||
| Dylan Rupp | Registered representative | Apr 2026 (0y) | ||
| Stephanie Pack | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ifs Financial Services | Shareholder | Dec 1993 | A | 75% or more |
| Western And Southern Life Assurance Company | Shareholder | May 2001 | B | 75% or more of Ifs Financial Services, Inc. (indirect) |
| The Western And Southern Life Insurance Company | Shareholder | Apr 1990 | B | 75% or more of Western And Southern Life Assurance Company (indirect) |
| Western & Southern Financial Group, Inc. | Shareholder | Sep 2000 | B | 75% or more of The Western And Southern Life Insurance Company (indirect) |
| Western & Southern Mutual Holding Company | Shareholder | Sep 2000 | B | 75% or more of Western & Southern Financial Group, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗