Cody
Owens

Touchstone Advisors Inc

CRD#6862345
Investment Advisor
in Cincinnati, OH

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About this Advisor

Cody Owens is a financial advisor based in Cincinnati, Ohio, working with Touchstone Advisors Inc. Cody has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Nepc, LLC, and Touchstone Securities, Inc. Cody has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Cody is part of Touchstone Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

OH Average: $2,106,341,625
Total Number of Employees

84

OH Average: 34
Total Number of Accounts

39

OH Average: 1,972
Average Account Size

$685,613,580

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Cody Owens Work History

2018 - Present (6 years)

Touchstone Securities, Inc

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Nepc, LLC

Disclosures

Please visit the SEC profile of Cody Owens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Touchstone Advisors Inc

Kristen Kirkwood
Cincinnati, OH
Emily Barnes
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Sami Oudeh
Cincinnati, OH
Andrew Hall
Cincinnati, OH
Anthony Resendes
Cincinnati, OH
Cody Owens
Cincinnati, OH
Jacob Willis
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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