William
Creviston

Fort Washington Investment Advisors Inc

CRD#5913615
Investment Advisor
in Cincinnati, OH

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About this Advisor

William Creviston is a financial advisor working out of Cincinnati, Ohio, with a total of 12 years of relevant experience. Creviston is an employee of Fort Washington Investment Advisors Inc. They have spent their complete time as a financial advisor at Fort Washington Investment Advisors Inc. Creviston maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Ohio and Texas. Fort Washington Investment Advisors Inc is a firm operating out of Cincinnati, OH. It has offices in three locations and a total of 151 people on staff. It controls $71 billion in total assets between its 1,405 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 47 charitable organizations. Of its 1,405 customer accounts, 74% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees typically vary depending on which services are offered. However, fees charged by Fort Washington Investment Advisors Inc can be comprised of some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

303 Broadway Suite 1200
Cincinnati, OH 45202

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Fort Washington Investment Advisors Inc Brokerage Details

Total Assets Under Management

$71,037,804,050

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

151

OH Average: 34
Total Number of Accounts

1,405

OH Average: 1,972
Average Account Size

$50,560,715

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

William Creviston Work History

William has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Fort Washington Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Creviston 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 Fort Washington Investment Advisors Inc

Neal Davis
Cincinnati, OH
Daniel Gibson
Cincinnati, OH
Tracey Stofa
Cincinnati, OH
Kate Brown
Cincinnati, OH
Jeffrey Pettiford
Chicago, IL
Joshua Sillies
Cincinnati, OH
Michael Rudnicki
Cincinnati, OH
William Creviston
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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