Touchstone Capital, Inc.
CRD 282537SEC# 801-112657Pittsburgh, PA
No longer SEC-registered. Touchstone Capital, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$101.9M
Employees
18
Accounts
182
Location
Pittsburgh, PA
Touchstone Capital, Inc. assets under management
Touchstone Capital, Inc. is an investment advisory firm registered with the SEC based in Pittsburgh, PA. It reports $101.9 million in regulatory assets under management and employs 18 people.
Touchstone Capital, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Susan Treater Control | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2024 |
| Michelle Destiny Jensen Control | President | Under 5% | 2021 |
| Theodore Stephen Kerr Control | Founder And Chief Executive Officer | Under 5% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Touchstone Capital, Inc. manage?
Touchstone Capital, Inc. reports $101.9 million in regulatory assets under management on its Form ADV.
How many employees does Touchstone Capital, Inc. have?
Touchstone Capital, Inc. reports 18 employees.
Where is Touchstone Capital, Inc. located?
Touchstone Capital, Inc. is based in Pittsburgh, PA.
Does Touchstone Capital, Inc. disclose fund performance?
Touchstone Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 McKnight Park Drive, Pittsburgh, PA 15237 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$101.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$101.9Mregulatory AUM
Discretionary $101.9M