Asset manager · Cincinnati, OH
Fort Washington Investment Advisors Inc
SEC-registered investment adviser · CRD 107126 · SEC 801-37235
At a glance
Fort Washington Investment Advisors Inc is an SEC-registered investment adviser based in Cincinnati, Ohio, with $93.5 billion in regulatory assets under management as of its Form ADV filed June 23, 2026. Its largest client group by assets is insurance companies, and it reports 586 individual clients. By Form ADV it is a asset manager, ranked 142nd of 3,218 asset managers and 276th of 17,210 SEC-registered advisers by assets.
Main office 513-361-7600fortwashington.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $93B
- Rank among asset managers
- #142 of 3,218
- Rank among all SEC RIAs
- #276 of 17,210
- Rank in Ohio
- #1 of 403
- Individual clients
- 586
- High-net-worth clients
- 586
- Accounts
- 1,650
- Discretionary
- 99% of AUM
- Employees
- 157
- Advisory staff
- 72
- Offices
- 3
Owners and executives on its Form ADV
- Donald Joseph WuebblingDirector
- John F. BarrettDirector
- Maribeth S. RahePresident & CEO
- Jonathan David NiemeyerDirector
- David T. HendersonChief Risk Officer
- Jeffrey L. StaintonSecretary
- Brendan M. WhiteSenior Vice President, Co-Chief Investment Officer
- Eric J WalzerManaging Director, Investment Operations
- Gerald J. UllandDirector, Chief Financial Officer, Chief Administrative Officer
- Jay Vincent JohnsonTreasurer
- Tracey M. StofaManaging Director, Head of Private Client Group
- Christopher ShipleySenior Vice President, Co-Chief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Fort Washington Investment Advisors Inc is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Touchstone Securities, LLC and W&s Brokerage Services, Inc..
- Touchstone Securities, LLC ↗CRD 1526
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- W&s Brokerage Services, Inc. ↗CRD 8099
Its Form ADV brochure (filed June 2026) names Touchstone Securities as the broker-dealer its advisers are registered with.
Certain employees of Fort Washington are registered representatives of TSS and will receive compensation related to the placement of interests in Fort Washington Private Funds.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 12 | $61B | 65% |
| Investment companies | 1 | $13B | 14% |
| Pooled investment vehicles | 51 | $7.9B | 8% |
| Pension and profit sharing plans | 9 | $3.9B | 4% |
| Corporations or other businesses | 28 | $2.6B | 3% |
| Charitable organizations | 65 | $2.3B | 2% |
| State or municipal government entities | 3 | $2.2B | 2% |
| High-net-worth individuals | 586 | $1.1B | 1% |
Private funds
Fort Washington Investment Advisors Inc reports 45 private funds with $6.5B in gross assets: hedge funds, private equity funds, liquidity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Fort Washington Investment Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗fortwashington.com ↗
AtlasMembers
The full record on Fort Washington Investment Advisors Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 225 peers of its type and size
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- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fort Washington Investment Advisors Inc manage?
Fort Washington Investment Advisors Inc reports $93.5 billion in regulatory assets under management across 1,650 accounts, 99% of it on a discretionary basis, on its Form ADV filed June 23, 2026.
What kind of firm is Fort Washington Investment Advisors Inc?
Fort Washington Investment Advisors Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Fort Washington Investment Advisors Inc’s clients?
By assets, its largest client types are insurance companies ($60.8 billion, 12 clients); investment companies ($12.6 billion, 1 clients); pooled investment vehicles ($7.9 billion, 51 clients).
Does Fort Washington Investment Advisors Inc manage private funds?
Yes. It reports 45 private funds with $6.5 billion in gross assets, including hedge funds, private equity funds, liquidity funds, other private funds.
Does Fort Washington Investment Advisors Inc have any disciplinary history?
Fort Washington Investment Advisors Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Fort Washington Investment Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →