TOUCHSTONE CAPITAL, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	238	$146.4M
Non-Discretionary	0	$0
Total	238	$146.4M

Clients

Type	Number	RAUM
Individuals	195	$55.5M
HNW Individuals	39	$90.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$248,537
Charitable organizations	<5	$49,698
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1,687
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	146.4M

Portfolio Manager to Program	Sponsor
TOUCHSTONE CAPITAL INC WRAP FEE	TOUCHSTONE CAPITAL INC

Identifiers

SEC RIA File Number	801-112657
SEC ERA File Number	801-112657
SEC CIK Numbers	1843283
SEC CRD Numbers	282537
Legal Entity Identifier	None

Principal Office

1001 MCKNIGHT PARK DRIVE
PITTSBURGH
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic