DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Fort Washington Investment Advisors Inc

Institutional managerCincinnati, OhioCRD 107126SEC 801-37235website IAPD

Latest filing Jun 23, 2026

First filing on the tape Mar 30, 2012 · 66 filings

SEC status approved since Sep 14, 1990

RAUM

$93B

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

1.2%

$1.1B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$4.9B

derived; firm RAUM over IAPD count

Employees

157

72 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

66 filings and snapshots on the tape

RAUM$93B as of Jun 23, 2026

Mar 30, 2012$39B then

HNW client RAUM$1.1B as of Jun 23, 2026

Mar 27, 2018$833M then

State-registered IARs (5.B.3)17 as of Jun 23, 2026

Mar 27, 201315 then

Employees (5.A)157 as of Jun 23, 2026

Mar 27, 2013113 then

Private funds45 as of Jun 23, 2026

Mar 30, 201219 then

RAUM +18% over the last fiscal year+9.6% a year over threeIARs 18 to 17

Practice profile

derived from the filing of Jun 23, 2026; every figure names its basis

Archetypes, each a printed rule

Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent

RAUM per advisor: $4.9BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 31derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.9MderivedHNW RAUM over HNW clients
Average account: $56.7MderivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 74%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 8.3derivedItem 5.A over advisors
Advisors per office: 6.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +18%derivedbetween the last two annual amendments
Advisor growth, one year: -5.6%derivedItem 5.B.3 between annual amendments
Client growth, one year: +49%derived
Compensation: percentage of assets, hourly, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisers, otherreportedItem 5.G
Wrap fee program: participatesreportedItem 5.I
Custody: $320M, 135 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Insurance companies$61B65%
Investment companies$13B14%
Pooled investment vehicles$7.9B8.5%
Pension and profit-sharing plans$3.9B4.2%
Corporations and businesses$2.6B2.8%
Charitable organizations$2.3B2.4%
State and municipal entities$2.2B2.3%
High-net-worth individuals$1.1B1.2%

Individual clients: 0reported
HNW clients: 586reported
Pension plan clients: 9reported
Charitable clients: 65reported
Accounts: 1,650reported
Financial planning clients: 101-250reported
Wrap fee programs: $0 sponsored, $1.4B managedreported
Custody of client assets: $320M for 135 clientsreported
Compensation: % of AUM, fixed, hourly, performancereported
Class basis: private_client_share=0.01 fund_share=0.22 institutional_share=0.74 related_bd=true related_bank=true bd_reps=15.0derived

Advisors registered through the firm

19 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Daniel Joseph CarterChartered Financial Analyst	Cincinnati, Oh	May 15, 2006	26 y	0
William Grimes Creviston	Cincinnati, Oh	Jun 13, 2011	16 y	0
Kate Cardillo BrownCertified Financial Planner	Cincinnati, Oh	Sep 9, 2015	23 y	5
Brendan Matthew WhiteChartered Financial Analyst	Cincinnati, Oh	Mar 29, 2016	33 y	0
Barry Douglas PavloChartered Financial Analyst	Cincinnati, Oh	Jun 2, 2017	20 y	1
Joe Don Cole	Cincinnati, Oh	Jun 13, 2017	26 y	0
Joshua Michael SilliesCertified Financial Planner	Cincinnati, Oh	Aug 27, 2018	16 y	0
Daniel Travis Gibson	Cincinnati, Oh	May 18, 2020	11 y	0
Jeffrey Louis Pettiford	Cincinnati, Oh	Aug 16, 2020	27 y	3
Michael Edward Rudnicki	Cincinnati, Oh	Nov 8, 2021	15 y	0
Tracey Marie Stofa	Cincinnati, Oh	Nov 14, 2022	18 y	2
Greg Edward CurvallChartered Financial Analyst	Cincinnati, Oh	May 2, 2025	19 y	0
Laura Elizabeth Farro	Cincinnati, Oh	Jun 3, 2025	12 y	1
Zarinah Amatullah Mitchell	Cincinnati, Oh	Jun 3, 2025	18 y	3
Drew GiegerChartered Financial Analyst	Winnetka, Il	Oct 27, 2025	12 y	0
Meghan Rafferty Erbaugh	Cincinnati, Oh	Dec 2, 2025	13 y	0
Jay Michael Raffle- Devine	Cincinnati, Oh	Mar 27, 2026	28 y	0
Kyle Mckenzie PayneCertified Financial Planner	Cincinnati, Oh	Apr 28, 2026	13 y	0
Michele E Hargis	Cincinnati, Oh	Jun 16, 2026	27 y	1

Advisor movement

2 left, 1 joined in 12 months

net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount3 left over 36 months

Left, latest

Irene Ay-Luen Tsai to Foster & Motley Inc
Apr 28, 2026 · Other
Neal Gregg Davis to Oxford Financial Group, Ltd
Dec 11, 2025 · Other
Nicholas Paul Riordan to Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jun 3, 2024 · Other
Matthew Alfred Bell to Oxford Financial Group, Ltd
Jul 7, 2021 · Other
Adam Davis Morton to Constellation Wealth Advisors
Aug 24, 2020 · Other
Carl Andrew Adkins to Wells Fargo Advisors
Aug 12, 2019 · Other
Katherine Nancy Owens to Wells Fargo Advisors
Aug 12, 2019 · Other
William Thomas Sena to Osborn Williams & Donohoe, LLC
Feb 11, 2019 · Other
Michelle Herd Soufan to Tfc Financial Management Inc
Oct 13, 2015 · Other
Richard James Perry to Strategic Institutional Consulting Group, LLC
Nov 10, 2009 · Other
John Cletus Holden to Todd Investment Advisors, Inc.
Jun 8, 2007 · Other
Charles Edward Stutenroth to U.S. Bancorp Investments, Inc.
Feb 6, 2006 · Other
Alan Marshall Eichner to Eichner Investment Planning, LLC
Jun 3, 2005 · Other

Joined, latest

Michele E Hargis from Citigroup Global Markets Inc.
Jun 16, 2026 · Other
Laura Elizabeth Farro from UBS Financial Services Inc.
Jun 3, 2025 · Other
Tracey Marie Stofa from Morgan Stanley
Nov 14, 2022 · Other
Neal Gregg Davis from Buckingham Capital Management, Inc.
Jan 25, 2022 · Other
Jeffrey Louis Pettiford from William Blair & Company L.L.C.
Aug 16, 2020 · Other
Adam Davis Morton from Mariner Wealth Advisors
Aug 27, 2018 · Other
Barry Douglas Pavlo from Natcity Investments, Inc.
Jun 2, 2017 · Other
Carl Andrew Adkins from U.S. Bancorp Investments, Inc.
Nov 29, 2016 · Other
Katherine Nancy Owens from U.S. Bancorp Investments, Inc.
Nov 29, 2016 · Other
Kate Cardillo Brown from Davis Wealth Management
Sep 9, 2015 · Other
William Thomas Sena from Osborn Rohs Williams & Donohoe, LLC
Jun 3, 2013 · Other
Richard James Perry from Feg
Jan 26, 2005 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Wells Fargo Advisors
Aug 12, 2019 · Cincinnati, Oh

2 joined from U.S. Bancorp Investments, Inc.
Sep 27, 2016 · Cincinnati, Oh

Teams out Teams in

Private funds

49 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Securities Lending Fund LLC	Liquidity Fund	$1.5B	18	Mar 30, 2022
Fort Washington Core Plus Fixed Income, LLC	Hedge Fund	$861M	29	Mar 30, 2012
Fort Washington High Yield Investors LLC	Other Private Fund	$381M	23	Mar 30, 2012
Fort Washington Strategic Income LLC	Hedge Fund	$335M	14	Mar 30, 2020
Fort Washington Private Equity Investors Ix, L.P.	Private Equity Fund	$296M	39	Mar 17, 2017
Fort Washington Private Equity Investors X, L.P.	Private Equity Fund	$286M	66	Mar 29, 2019
Fort Washington High Yield Investors II, LLC	Other Private Fund	$276M	19	Mar 30, 2012
Fort Washington Private Equity Investors Viii, L.P.	Private Equity Fund	$266M	36	Mar 28, 2014
Fort Washington Emerging Market Debt LLC	Hedge Fund	$265M	5	Mar 28, 2014
Fort Washington Private Equity Opportunities Fund IV, L.P.	Private Equity Fund	$168M	48	Nov 19, 2021
Fort Washington Private Equity Investors Ix-B, L.P.	Private Equity Fund	$148M	2	Mar 17, 2017
Fort Washington Private Equity Investors X-B, L.P.	Private Equity Fund	$127M	2	Mar 29, 2019
Fort Washington Private Equity Investors Xi, L.P.	Private Equity Fund	$122M	70	Mar 30, 2022
Fort Washington Global Alpha Master Fund LPno longer reported	Hedge Fund	$115M	3	May 27, 2015
Fort Washington Private Equity Investors Vii, L.P.	Private Equity Fund	$90.4M	49	Mar 30, 2012
Fort Washington Private Equity Opportunities Fund III, L.P.	Private Equity Fund	$87.3M	56	Mar 28, 2014
Fort Washington Private Equity Investors Ix-K, L.P.	Private Equity Fund	$64.5M	3	Mar 17, 2017
Fort Washington Private Equity Investors Vi, L.P.	Private Equity Fund	$53.3M	14	Mar 30, 2012
Fort Washington Private Equity Small Market Investors X-S, L.P.	Private Equity Fund	$48.3M	4	Mar 29, 2019
The Ohio Capital Fund LLC	Private Equity Fund	$46.8M	2	Mar 30, 2012
Fort Washington Private Equity Opportunities Fund IV-K, L.P.	Private Equity Fund	$42.1M	4	Nov 19, 2021
Fort Washington Private Equity Small Market Investors II-K, L.P.	Private Equity Fund	$41.7M	2	Mar 30, 2022
Fort Washington Private Equity Investors Xi-B, L.P.	Private Equity Fund	$39.6M	2	Mar 30, 2022
Fort Washington Private Equity Small Market Investors II-B, L.P.	Private Equity Fund	$39.0M	2	Mar 30, 2022
Fort Washington Private Equity Opportunities Fund V-K, L.P.	Private Equity Fund	$37.0M	2	Dec 20, 2024
Fort Washington Private Equity Investors Xi-K, L.P.	Private Equity Fund	$34.1M	2	Mar 30, 2022
Fort Washington Private Equity Investors V, L.P.	Private Equity Fund	$32.6M	17	Mar 30, 2012
Fort Washington Private Equity Investors Viii-B, L.P.	Private Equity Fund	$31.6M	2	Mar 28, 2014
Fort Washington Private Equity Investors II, L.P.	Private Equity Fund	$30.5M	2	Mar 30, 2012
Fort Washington Private Equity Small Market Investors II, L.P.	Private Equity Fund	$30.3M	9	Mar 30, 2022
Fort Washington Private Equity Opportunities Fund IV-Feeder, LLC	Private Equity Fund	$27.7M	1	Apr 27, 2022
Fort Washington Private Equity Investors V-Vc, L.P.	Private Equity Fund	$26.5M	3	Mar 30, 2012
Mauna Kea Taft-Hartley Partners (Erisa), L.P.	Private Equity Fund	$24.6M	3	Mar 30, 2022
Fort Washington Private Equity Opportunities Fund II, L.P.	Private Equity Fund	$23.3M	60	Mar 30, 2012
Securities Lending Fund-B, LLC	Liquidity Fund	$20.4M	1	Oct 14, 2024
Fort Washington Private Equity Investors III, L.P.	Private Equity Fund	$19.6M	4	Mar 30, 2012
Fort Washington Private Equity Opportunities Fund IV-B, L.P.	Private Equity Fund	$15.1M	2	Nov 19, 2021
Fort Washington Private Equity Investors V-B, L.P.	Private Equity Fund	$13.2M	2	Mar 30, 2012
Neo Capital Fund, L.P.	Private Equity Fund	$12.2M	14	Mar 30, 2012
Fort Washington Private Equity Opportunities Fund III-B, L.P.	Private Equity Fund	$11.9M	2	Mar 28, 2014

All funds of Fort Washington Investment Advisors Inc

Owners and control persons

Schedule A and B, latest filing

Finn John Barrett · Directorcontrol
since 01/2000 · owns less than 5%
Michele Hawkins · Chief Compliance Officer, Managing Directorcontrol
since 07/2004 · owns less than 5%
Todd David Henderson · Chief Risk Officercontrol
since 10/2014 · owns less than 5%
Vincent Jay Johnson · Treasurercontrol
since 05/2018 · owns less than 5%
David Jonathan Niemeyer · Directorcontrol
since 03/2016 · owns less than 5%
F. John O'Connor · Managing Director & Head Of Business Developmentcontrol
since 09/2022 · owns less than 5%
Sembach Maribeth Rahe · President & Ceocontrol
since 11/2003 · owns less than 5%
Peter Nicholas Sargen · Director, Senior Economic Advisorcontrol
since 06/2003 · owns less than 5%
Christopher Shipley · Senior Vice President, Co-Chief Investment Officercontrol
since 01/2024 · owns less than 5%
Laurence Jeffrey Stainton · Secretarycontrol
since 03/2016 · owns less than 5%
Marie Tracey Stofa · Managing Director, Head Of Private Client Groupcontrol
since 07/2022 · owns less than 5%
Joseph Gerald Ulland · Chief Financial Officer, Chief Administrative Officercontrol
since 08/2017 · owns less than 5%
J Eric Walzer · Vice President, Investment Operationscontrol
since 08/2017 · owns less than 5%
Matthew Brendan White · Senior Vice President, Co-Chief Investment Officercontrol
since 04/2016 · owns less than 5%
Joseph Donald Wuebbling · Directorcontrol
since 06/1990 · owns less than 5%

Entity owners

Western & Southern Investment Holdings, LLC · Parent
direct · owns 75% or more
The Western And Southern Life Insurance Company · Parent
indirect · owns 75% or more of Western & Southern Investment Holdings, LLC
Western Southern Financial Group · Parent
indirect · owns 75% or more of Western Southern Life
Western-Southern Mutual Holding Company · Parent
indirect · owns 75% or more of Western Southern Financial Group, Inc.

Related persons

Schedule D 7.A

Buckeye Venture Partners, LLC
pooled vehicle sponsory
Bvp Neo, LLC
pooled vehicle sponsory
Eagle Realty Capital Partners, LLC
investment adviserpooled vehicle sponsorn
Fort Washington Capital Partners, LLC
pooled vehicle sponsory
Fort Washington Fixed Income, LLC
pooled vehicle sponsory
Fort Washington Securities Lending Fixed Income LLC
pooled vehicle sponsory
Fwpei Ix Gp, LLC
pooled vehicle sponsory
Fwpei Mauna Kea Gp, LLC
pooled vehicle sponsory
Fwpei Small Market II Gp, LLC
pooled vehicle sponsory
Fwpei V Gp, LLC
pooled vehicle sponsory
Fwpei Vi Gp, LLC
pooled vehicle sponsory
Fwpei Vii Gp, LLC
pooled vehicle sponsory
Fwpei Viii Gp, LLC
pooled vehicle sponsory
Fwpei X Gp, LLC
pooled vehicle sponsory
Fwpei Xi Gp, LLC
pooled vehicle sponsory
Fwpeo II Gp, LLC
pooled vehicle sponsory
Fwpeo III Gp, LLC
pooled vehicle sponsory
Fwpeo IV Gp, LLC
pooled vehicle sponsory
Fwpeo V Gp, LLC
pooled vehicle sponsory
Touchstone Advisors Inc
investment adviserbankpooled vehicle sponsornRAUM $31B
Touchstone Securities, Inc.
broker-dealern
W&S Brokerage Services, Inc.
broker-dealerinvestment advisernRAUM $257M

Advisers that list Fort Washington Investment Advisors Inc as a related person

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Cincinnati, Oh · principal	19	5	2

Offices

Schedule D 1.F, the 25 largest

Albany, NY4 employees
Beechwood, OH1 employees

What changed

consecutive filings, newest first

Private funds · 42 to 45
Mar 30, 2026 to Jun 23, 2026
Accounts · 4,674 to 1,650
Jan 30, 2026 to Mar 30, 2026
Advisory employees · 87 to 72
Jan 30, 2026 to Mar 30, 2026
BD registered reps · 11 to 15
Jan 30, 2026 to Mar 30, 2026
Charity clients · 53 to 65
Jan 30, 2026 to Mar 30, 2026
Corporate clients · 22 to 28
Jan 30, 2026 to Mar 30, 2026
HNW clients · 433 to 586
Jan 30, 2026 to Mar 30, 2026
Individual clients · 3,120 to 0
Jan 30, 2026 to Mar 30, 2026
Pension plan clients · 3 to 9
Jan 30, 2026 to Mar 30, 2026
Pooled vehicle clients · 53 to 51
Jan 30, 2026 to Mar 30, 2026
Assets in custody · $160M to $320M
Jan 30, 2026 to Mar 30, 2026
Employees · 154 to 157
Jan 30, 2026 to Mar 30, 2026
Discretionary RAUM · $85B to $93B
Jan 30, 2026 to Mar 30, 2026
HNW RAUM · $900M to $1.1B
Jan 30, 2026 to Mar 30, 2026
Individual RAUM · $1.2M to $0
Jan 30, 2026 to Mar 30, 2026
Non-discretionary RAUM · $425M to $510M
Jan 30, 2026 to Mar 30, 2026
Pension RAUM · $2.2B to $3.9B
Jan 30, 2026 to Mar 30, 2026
Pooled vehicle RAUM · $9.0B to $7.9B
Jan 30, 2026 to Mar 30, 2026
RAUM · $85B to $93B
Jan 30, 2026 to Mar 30, 2026
Wrap assets (manager) · $1.3B to $1.4B
Jan 30, 2026 to Mar 30, 2026
Wrap assets (manager) · $202M to $1.3B
Aug 15, 2025 to Oct 31, 2025
Advisory activities · 6 to 7
May 1, 2025 to Jul 18, 2025
Financial planning clients · 101-250 to 101-250
May 1, 2025 to Jul 18, 2025
Accounts · 1,444 to 4,674
Feb 18, 2025 to May 1, 2025
Advisory employees · 94 to 87
Feb 18, 2025 to May 1, 2025
BD registered reps · 15 to 11
Feb 18, 2025 to May 1, 2025
Charity clients · 57 to 53
Feb 18, 2025 to May 1, 2025
Corporate clients · 20 to 22
Feb 18, 2025 to May 1, 2025
HNW clients · 393 to 433
Feb 18, 2025 to May 1, 2025
Individual clients · 0 to 3,120
Feb 18, 2025 to May 1, 2025
Pension plan clients · 9 to 3
Feb 18, 2025 to May 1, 2025
Pooled vehicle clients · 45 to 53
Feb 18, 2025 to May 1, 2025
Assets in custody · $157M to $160M
Feb 18, 2025 to May 1, 2025
Employees · 158 to 154
Feb 18, 2025 to May 1, 2025
Financial planning clients · 51-100 to 101-250
Feb 18, 2025 to May 1, 2025
State-registered IARs · 18 to 17
Feb 18, 2025 to May 1, 2025
Discretionary RAUM · $79B to $85B
Feb 18, 2025 to May 1, 2025
HNW RAUM · $777M to $900M
Feb 18, 2025 to May 1, 2025
Individual RAUM · $0 to $1.2M
Feb 18, 2025 to May 1, 2025
Non-discretionary RAUM · $250M to $425M
Feb 18, 2025 to May 1, 2025

Signals

11 dated events

Irene Ay-Luen Tsai left Fort Washington Investment Advisors Inc for Foster & Motley Inc (registered 2026-06-01)
Apr 28, 2026 · Advisor changed firm · fact
Neal Gregg Davis left Fort Washington Investment Advisors Inc for Oxford Financial Group, Ltd (registered 2025-12-17)
Dec 11, 2025 · Advisor changed firm · fact
Nicholas Paul Riordan left Fort Washington Investment Advisors Inc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-04-08)
Jun 3, 2024 · Advisor changed firm · fact
Christopher Shipley (Senior Vice President, Co-Chief Investment Officer) appeared on Schedule A of Fort Washington Investment Advisors Inc
Feb 1, 2024 · Control person joined · fact
Joseph James Vance (Senior Vice President, Co-Chief Investment Officer) no longer on Schedule A of Fort Washington Investment Advisors Inc (listed 2023-10-13, absent 2024-02-01)
Feb 1, 2024 · Control person left · inference
Marie Tracey Stofa (Managing Director, Head Of Private Client Group) appeared on Schedule A of Fort Washington Investment Advisors Inc
Oct 24, 2022 · Control person joined · fact
F. John O'Connor (Managing Director & Head Of Business Development) appeared on Schedule A of Fort Washington Investment Advisors Inc
Oct 24, 2022 · Control person joined · fact
Wesley Martin Flesher (Managing Director Of Business Development And Sales) no longer on Schedule A of Fort Washington Investment Advisors Inc (listed 2022-04-27, absent 2022-10-24)
Oct 24, 2022 · Control person left · inference
Joseph James Vance (Senior Vice President, Co-Chief Investment Officer) appeared on Schedule A of Fort Washington Investment Advisors Inc
Oct 6, 2020 · Control person joined · fact
Michael Roger Lanham (Senior Vice President, Co-Chief Investment Officer) no longer on Schedule A of Fort Washington Investment Advisors Inc (listed 2020-08-04, absent 2020-10-06)
Oct 6, 2020 · Control person left · inference
Roy Stephen Mullin (Managing Director, Private Client Group) no longer on Schedule A of Fort Washington Investment Advisors Inc (listed 2019-03-29, absent 2019-06-19)
Jun 19, 2019 · Control person left · inference

Across DFX

shared identifiers only, never a name match

Fort Washington Investment Advisors Inc · Independent Sponsors
shared crd · capital_provider
Fort Washington Investment Advisors Inc · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Business phone: 513-361-7600reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 888-244-8167reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 513-361-7605reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: LINKEDIN.COM/COMPANY/FORT-WASHINGTON-INVESTMENT-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
Website: FORTWASHINGTON.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 513-361-7600reportedpublic record, Form ADV, Jun 23, 2026
Contact form: westernsouthern.com/fortwashington/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: westernsouthern.com/fortwashington/about/peoplereportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Institutional managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $4.9Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026