Touchstone Capital, Inc.

Touchstone Capital, Inc. (CRD# 282537) is a financial advisory firm headquartered in Sewickley, PA. They manage $107,169,790 in 727 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    727
    ACCOUNTS
  • Average Account Value
    $147,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, PA, TX

Financial Advisors at Touchstone Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Theodore S. Kerr
CRD#: 2490934
2607 Nichsolson Road, Building Ii Suite 1100, Sewickley, PA 15143
93
Wealthminder
score

Theodore Kerr (CRD# 2490934) is an Investment Advisor Representative working at Touchstone Capital, Inc. in Sewickley, PA and has over 23 years of experience in the finance industry.

2
David Simeone
CRD#: 4371593
2607 Nichsolson Road, Building Ii Suite 1100, Sewickley, PA 15143
93
Wealthminder
score

David Simeone (CRD# 4371593) is an Investment Advisor Representative working at Touchstone Capital, Inc. in Sewickley, PA and has over 17 years of experience in the finance industry.

3
Scott W. Lucas
CRD#: 6389274
2607 Nichsolson Road, Building Ii Suite 1100, Sewickley, PA 15143
89
Wealthminder
score

Scott Lucas (CRD# 6389274) is an Investment Advisor Representative working at Touchstone Capital, Inc. in Sewickley, PA and has over 2 years of experience in the finance industry.

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