Adviser Profile

As of Date 07/29/2026
Registration SEC, Approved, 08/17/2021
Former registrations

FIFTH THIRD WEALTH ADVISORS LLC

ADV Location CINCINNATI, OH, United States
Contact Info (51 xxxxxxx
Websites
AUM* 7,799,185,568 1264%
of that, discretionary 7,799,185,568 1264%
Number of Employees 83 77%
of those in investment advisory functions 58 57%
Private Fund GAV* 3,399,172 -61%
Avg Account Size 3,677,127 150%
% High Net Worth 37.78% -50%
SMA’s No
Private Funds 3 2

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

8B 7B 6B 4B 3B 2B 1B
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name COHEN & COMPANY Filing Date08/27/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date01/24/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date10/27/2023 Form ADV-E View Report

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameISHARES TR CORE S&P500 ETF $ Position$383,054,052 % Position11.00% $ Change18.00% # Change3.00%
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T $ Position$223,975,807 % Position6.00% $ Change15.00% # Change0.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION COM $ Position$127,366,373 % Position4.00% $ Change15.00% # Change0.00%
Stck Ticker46432F842 Stock NameISHARES TR CORE MSCI EAFE $ Position$119,380,210 % Position3.00% $ Change9.00% # Change2.00%
Stck Ticker037833100 Stock NameAPPLE INC COM $ Position$121,508,500 % Position3.00% $ Change15.00% # Change1.00%
Stck Ticker02079K305 Stock NameALPHABET INC CAP STK CL A $ Position$87,572,768 % Position2.00% $ Change28.00% # Change3.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP COM $ Position$80,897,214 % Position2.00% $ Change1.00% # Change0.00%
Stck Ticker464287507 Stock NameISHARES TR CORE S&P MCP ETF $ Position$61,157,947 % Position2.00% $ Change13.00% # Change-1.00%
Stck Ticker311900104 Stock NameFASTENAL CO $ Position$84,480,928 % Position2.00% $ Change43.00% # Change38.00%
Stck Ticker023135106 Stock NameAMAZON COM INC COM $ Position$72,274,485 % Position2.00% $ Change16.00% # Change2.00%

Brochure Summary