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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

TOUCHSTONE CAPITAL, INC.

CRD 282537

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5cd9bc8-3791-36ae-bc32-b5034613dbda

Data as of Nov 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 12
On other graphs: 0
Observed: Feb 16, 2018 to Nov 10, 2025
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $102MItem 5.F on the latest filing (2025-11-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $102M
Private client RAUM: $101MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 182
Individual clients: 152
High net worth clients: 26
Custody, client assets: $39.9M
SEC number: 801-112657
CRD: 282537
Filings on the tape: 28
First filed: Feb 16, 2018
Latest filed: Nov 10, 2025
Organised: Corporation, PA
Website: touchstonecapital.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Jensen, Michelle, Destiny	President	Na	yes	07/2021	Mar 31, 2022	Nov 8, 2024
KERR, THEODORE, STEPHEN	Owner	E	yes	12/2023	Feb 16, 2018	Nov 8, 2024
KERR, THEODORE, STEPHEN	FOUNDER AND CHIEF EXECUTIVE OFFICER	Na	yes	07/2000	Feb 16, 2018	Nov 8, 2024
TOUCHSTONE CAPITAL VENTURES, INC.	Owner	E	yes	12/2023	Mar 15, 2024	Nov 8, 2024
TREATER, ELIZABETH, SUSAN	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	Na	yes	03/2024	Mar 15, 2024	Nov 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 17, 2025	$102M	$102M	18	4	2	n/a	n/a
2023	Mar 15, 2024	$146M	$146M	15	3	1	n/a	n/a
2022	Mar 16, 2023	$138M	$138M	12	3	0	n/a	n/a
2021	Mar 31, 2022	$165M	$165M	12	3	2	n/a	n/a
2020	Mar 31, 2021	$134M	$134M	10	3	2	n/a	n/a
2019	Mar 31, 2020	$117M	$117M	6	3	5	n/a	n/a
2018	Mar 15, 2019	$103M	$99.6M	6	3	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	1	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$102M	$146M	-30.4%	$165M	-14.8%	18	15	2	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Dec 31, 2025	Sep 15, 2025	PITTSBURGH, PA	Team lift out	RIA to ibd	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMMONWEALTH FINANCIAL NETWORK	2	Jun 19, 2017	Sep 17, 2016	PITTSBURGH, PA	Team lift out	Ibd to RIA	0.1%

Relationships

Registered with (7)

← Theodore Stephen KerrAdvisorregistration: previous registration
Jan 25, 2016 to Dec 31, 2025factForm ADV
← Timothy Edward Curtis MenefeeAdvisorregistration: previous registration
Mar 27, 2025 to Dec 31, 2025factForm ADV
← Jaime Lee CroissantAdvisorregistration: previous registration
Feb 25, 2025 to Dec 31, 2025factForm ADV
← Markus Lamont WilliamsAdvisorregistration: previous registration
Sep 28, 2024 to Dec 31, 2025factForm ADV
← Philip HerbsterAdvisorregistration: previous registration
Oct 2, 2024 to Feb 7, 2025factForm ADV
← DAVID SIMEONEAdvisorregistration: previous registration
Sep 17, 2016 to Jan 9, 2024factForm ADV
← SCOTT WILBUR LUCASAdvisorregistration: previous registration
Sep 17, 2016 to Jan 3, 2022factForm ADV

Moved with (2)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Sep 15, 2025factForm ADV
← COMMONWEALTH FINANCIAL NETWORKRegistered adviser2 advisors, team lift out, same day
Jun 19, 2017 to Sep 17, 2016factForm ADV

Controls (4)

← KERR, THEODORE, STEPHENOwnerOWNER, ownership code E, individual
Feb 16, 2018 to Nov 8, 2024factForm ADV
← TREATER, ELIZABETH, SUSANOwnerCHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 15, 2024 to Nov 8, 2024factForm ADV
← Jensen, Michelle, DestinyOwnerPRESIDENT, ownership code NA, individual
Mar 31, 2022 to Nov 8, 2024factForm ADV
← TOUCHSTONE CAPITAL VENTURES, INC.OwnerOWNER, ownership code E, domestic entity
Mar 15, 2024 to Nov 8, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Team lift-out
2 advisors left Touchstone Capital, Inc. (Pittsburgh, PA) for Raymond James Financial Services Advisors, Inc on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Jaime Lee Croissant left Touchstone Capital, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-15)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Markus Lamont Williams left Touchstone Capital, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-15)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Theodore Stephen Kerr left Touchstone Capital, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-15)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Timothy Edward Curtis Menefee left Touchstone Capital, Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-15)
Form ADVobserved 5 days ago
Occurred
Feb 7, 2025
Advisor changed firm
Philip Herbster left Touchstone Capital, Inc. for Stratos Wealth Partners, Ltd (registered 2025-03-19)
Form ADVobserved 5 days ago
Occurred
Mar 15, 2024
Control person joined
Susan Elizabeth Treater (Chief Compliance Officer & Chief Operating Officer) appeared on Schedule A of Touchstone Capital, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 9, 2024
Advisor changed firm
David Simeone left Touchstone Capital, Inc. for Creative Financial Designs, Inc. (registered 2023-12-21)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person joined
Destiny Michelle Jensen (President And Chief Operating Officer) appeared on Schedule A of Touchstone Capital, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Scott Wilbur Lucas left Touchstone Capital, Inc. for Beacon Wealth Consultants, Inc. (registered 2022-01-10)
Form ADVobserved 5 days ago
Occurred
Feb 16, 2018
First Form ADV filing
Touchstone Capital, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Touchstone Capital, Inc. no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $101.9M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5cd9bc8-3791-36ae-bc32-b5034613dbda
First observed: Feb 16, 2018
Last observed: Nov 10, 2025 10 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TOUCHSTONE CAPITAL, INC.

CRD 282537

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5cd9bc8-3791-36ae-bc32-b5034613dbda

Data as of Nov 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Jensen, Michelle, Destiny

President

yes

07/2021

Mar 31, 2022

Nov 8, 2024

KERR, THEODORE, STEPHEN

Owner

yes

12/2023

Feb 16, 2018

Nov 8, 2024

KERR, THEODORE, STEPHEN

FOUNDER AND CHIEF EXECUTIVE OFFICER

yes

07/2000

Feb 16, 2018

Nov 8, 2024

TOUCHSTONE CAPITAL VENTURES, INC.

Owner

yes

12/2023

Mar 15, 2024

Nov 8, 2024

TREATER, ELIZABETH, SUSAN

CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER

yes

03/2024

Mar 15, 2024

Nov 8, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 17, 2025

$102M

n/a

2023

Mar 15, 2024

$146M

n/a

2022

Mar 16, 2023

$138M

n/a

2021

Mar 31, 2022

$165M

n/a

2020

Mar 31, 2021

$134M

n/a

2019

Mar 31, 2020

$117M

n/a

2018

Mar 15, 2019

$103M

$99.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$102M

$146M

-30.4%

$165M

-14.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 31, 2025

Sep 15, 2025

PITTSBURGH, PA

Team lift out

RIA to ibd

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMMONWEALTH FINANCIAL NETWORK

Jun 19, 2017

Sep 17, 2016

PITTSBURGH, PA

Team lift out

Ibd to RIA

0.1%