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FORT WASHINGTON INVESTMENT ADVISORS INC

CINCINNATI, OH · CRD 107126 · IAPD ↗ · ohiocapitalfund.com · 513-361-7600

$93.47BRegulatory AUM
72Advisory reps
157Employees
0Clients
101-250Planning clients
45Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FORT WASHINGTON INVESTMENT ADVISORS INC shrank from 87 to 72 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
80
August 2025 — FORT WASHINGTON INVESTMENT ADVISORS INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
April 2025 — FORT WASHINGTON INVESTMENT ADVISORS INC shrank from 94 to 87 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — FORT WASHINGTON INVESTMENT ADVISORS INC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2025 — FORT WASHINGTON INVESTMENT ADVISORS INC notice-filed in DC, ND, NH, RI, SD, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — FORT WASHINGTON INVESTMENT ADVISORS INC notice-filed in DE, HI, ID, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — FORT WASHINGTON INVESTMENT ADVISORS INC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — FORT WASHINGTON INVESTMENT ADVISORS INC notice-filed in AL, AR, IA, MN, MS, MT, NV, OK, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.