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| Touchstone Capital Inc
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|---|---|
| CRD # | 282537 |
| SEC # | 801-112657 |
| CIK # | 0001843283 |
| AUM | 101.9 M (2025-11-10) |
| Employees | 18 (22% Investors, 0% Brokers) |
| Phone | 724-933-8388 |
| Address | 1001 Mcknight Park Drive Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 36.8 |
| (b) Individuals (high net worth individuals) | 26 | 64.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 101.9 |
| By Discretionary | ||
| Discretionary | 182 | 101.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 182 | 101.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.9 | |
| Total | 182 | 101.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843283] | |
| SC 13G | [0001843283] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Touchstone Capital Inc | CODA Octopus Group Inc | [2023-10-24] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rocky Hill Advisors Inc
✚
|
MA | 102.4 M |
|
Capital Synergy Partners Inc
✚
|
CA | 102.3 M |
|
Betterman Digital Wealth Inc
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102.1 M | |
|
Haire Wealth Management Inc
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|
MS | 102.0 M |
|
Balanced Wealth Management LLC
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|
RI | 102.0 M |
|
Onewelth Inc
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|
NY | 101.9 M |
|
Strategic Wealth Partners LLC
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|
TN | 101.7 M |
|
Hanover Square Wealth Advisors LLC
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|
101.6 M | |
|
Integrative Planning Inc
✚
|
NC | 101.4 M |
|
Mendoza Private Wealth Inc
✚
|
FL | 101.4 M |