Data / Investment advisers / Ohio / Fifth Third Wealth Advisors LLC
Fifth Third Wealth Advisors LLC, Cincinnati, OH: $7.8 billion AUM, SEC registered investment adviser
Fifth Third Wealth Advisors LLC is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $7.8 billion in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals, corporations and other businesses and state and municipal governments. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 313015
- SEC file number
- 801-122096
- SEC status
- Approved, effective August 17, 2021
- Main office
- 38 Fountain Square Plaza, Cincinnati, OH 45263
- Phone
- (513) 268-8380
- Regulatory AUM
- $7,799,185,568 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $7,799,185,568
- Accounts
- 2,121
- Employees
- 83, of which 58 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 3: 2 private equity funds, 1 real estate fund
- Gross assets of private funds
- $3,399,172
- Other offices
- 12
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 566 | $2.98 billion |
| Corporations or other businesses | 41 | $2.20 billion |
| State or municipal government entities | 10 | $1.18 billion |
| Charitable organizations | 14 | $962.7 million |
| Individuals (other than high net worth individuals) | 860 | $351.3 million |
| Insurance companies | 1 | $107.7 million |
| Pension and profit sharing plans | 3 | $12.7 million |
| Pooled investment vehicles | 3 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.80 billion | March 30, 2026 |
| December 1, 2025 | $6.08 billion | November 17, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Feg | Cincinnati | $19.71 billion | Not listed | adviserinfo.sec.gov |
| Gateway Investment Advisers, LLC | Cincinnati | $11.59 billion | Not listed | adviserinfo.sec.gov |
| Fifth Third Securities, Inc. | Cincinnati | $10.92 billion | Not listed | adviserinfo.sec.gov |
| Bartlett & Co. Wealth Management LLC | Cincinnati | $10.25 billion | Not listed | adviserinfo.sec.gov |
| Redtree Investment Group | Cincinnati | $9.68 billion | Not listed | adviserinfo.sec.gov |
| Truepoint, Inc. | Cincinnati | $6.39 billion | Not listed | adviserinfo.sec.gov |
| Constellation Wealth Advisors | Cincinnati | $5.40 billion | 4 | adviserinfo.sec.gov |
| Daymark Wealth Partners, LLC | Cincinnati | $5.04 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Fifth Third Wealth Advisors LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.