Overview
Assets Under Management: $102 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 26
Average Client Assets: $2.5 million
Frequently Asked Questions
TOUCHSTONE CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282537), TOUCHSTONE CAPITAL, INC. is subject to fiduciary duty under federal law.
TOUCHSTONE CAPITAL, INC. is headquartered in PITTSBURGH, PA.
TOUCHSTONE CAPITAL, INC. serves 26 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, TOUCHSTONE CAPITAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TOUCHSTONE CAPITAL, INC. manages $102 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, TOUCHSTONE CAPITAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.49%
Average Client Assets: $2.5 million
Total Client Accounts: 182
Discretionary Accounts: 182
Regulatory Filings
CRD Number: 282537
Filing ID: 2026520
Last Filing Date: 2025-11-10 08:22:08