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TOUCHSTONE CAPITAL, INC.

PITTSBURGH, PA · CRD 282537 · IAPD ↗ · touchstonecapital.com · (724) 933-8388

$101.9MRegulatory AUM
4Advisory reps
18Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — TOUCHSTONE CAPITAL, INC. (PITTSBURGH, PA) left the SEC roster (was $101.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2025 — TOUCHSTONE CAPITAL, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2025 — TOUCHSTONE CAPITAL, INC. reported RAUM down 30% ($146.4M -> $101.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
46
March 2025 — TOUCHSTONE CAPITAL, INC. notice-filed in AZ, CO, NY.
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.