SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Fort Washington Investment Advisors Inc
Cincinnati, OH
CRD 107126
Firm filing updated June 23, 2026 ·
- $93.5BAssets
- 72Advisory staff
- 1,650Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals586
- Charities65
- Pooled vehicles51
- Corporations or other businesses28
- Insurance companies12
- and 2 more10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 586 | $1.1 billion |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Investment companies | 1 | $12.6 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 51 | $7.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $3.9 billion |
| Charitable organizations | 65 | $2.3 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $2.2 billion |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | 12 | $60.8 billion |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 28 | $2.6 billion |
| Other: "N/A" | Fewer than 5 clients | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "SUB-ADVISORY"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "SUB-ADVISORY"
Assets and accounts
- Regulatory assets$93.5 billion
- Accounts1,650
- Discretionary$93.0 billion · 1,608 accounts
- Non-discretionary$509.8 million · 42 accounts
People
- Employees157
- Advisory staff72
- Broker-dealer reps15
- Licensed insurance agents3
- Planning clients101 to 250
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107126, SEC file 801-37235.
- Registered with the SEC as an investment advisor (status date on record: September 14, 1990).
Is Fort Washington Investment Advisors Inc a fiduciary?
Short answer: Fort Washington Investment Advisors Inc is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 15 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
3 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.