# TOUCHSTONE ADVISORS INC

TOUCHSTONE ADVISORS INC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 107028
- Type: SEC-registered investment adviser
- SEC file number: 801-45963
- Location: 303 BROADWAY, CINCINNATI, OH, 45202-4203
- Phone: 513-362-8000
- Latest filing: 2026-03-31
- Regulatory AUM: $31.1B
- Discretionary AUM: $31.1B
- Clients: 86
- Accounts: 40

## Business model

- Compensation: % of AUM
- Clients served: Charities

## Officers, owners & control persons (69)

_Showing 25 of 69 people._

| Name | Role | Location |
| --- | --- | --- |
| Timothy Steven Stearns | VP, CHIEF COMPLIANCE OFFICER | — |
| Sarah Sparks Herron | SECRETARY | — |
| Jill Tripp Mcgruder | DIRECTOR | — |
| Jonathan David Niemeyer | DIRECTOR | — |
| Jay Vincent Johnson | VP, CORPORATE FINANCE AND TREASURER | — |
| Scott Joseph Wittman | VICE PRESIDENT, TAX | — |
| Donald Joseph Wuebbling | DIRECTOR | — |
| Lindsay Michelle Connelly | AVP, ASSISTANT TREASURER | — |
| John S Musgrove | AVP, ASSISTANT TREASURER | — |
| Terrie Ann Wiedenheft | CHIEF FINANCIAL OFFICER | — |
| Timothy David Paulin | SR. VICE PRESIDENT INVESTMENT RESEARCH & PRODUCT MANAGEMENT | — |
| Matthew Robert Barry | VP, PRODUCT MANAGEMENT & HEAD OF CAPITAL MARKETS | — |
| Teresa Ann Lucas | VP, ASSISTANT TREASURER, FUND ACCOUNTING, FINANCIAL REPORTING, TAX | — |
| Julie Louise Smith | VP, FUND ADMINISTRATION AND OPERATIONS | — |
| R Crit Thomas | AVP, GLOBAL MARKET STRATEGIST | — |
| Jason Todd Anderson | ASSISTANT TREASURER | — |
| Anthony Carl Lazzeri | AVP, PRODUCT MANAGEMENT & CAPITAL MARKETS | — |
| Bradley Stephen Watterson | ASSISTANT VICE PRESIDENT, INVESTMENT RESEARCH | — |
| Thomas James Singler | AVP, INVESTMENT STRATEGY SPECIALIST | — |
| Benjamin J Alge | PRESIDENT | — |
| Edward Blake Moore | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| NEEDLES GENE LOUIS | PRESIDENT | — |
| MOORE EDWARD BLAKE | CHIEF EXECUTIVE OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| WUEBBLING DONALD JOSEPH | DIRECTOR; DIRECTOR/CHIEF LEGAL OFFICER | — |
| WIEDENHEFT TERRIE ANN | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107028/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107028/similar
- Related entities: https://search.stillhousedata.com/firm/107028/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107028

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.