Lori Frischer is a control person of Fifth Third Wealth Advisors and directly owns under 5% of it.
Fifth Third Wealth Advisors is an investment adviser based in Cincinnati, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and state or municipal government entities. Its regulatory assets under management total $7.8 billion, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3073031
- Firm
- Fifth Third Wealth Advisors · CRD 313015
- Role
- Managing Member
- In role since
- August 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Cincinnati, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Lori Frischer work?
Lori Frischer has been Managing Member of Fifth Third Wealth Advisors LLC since August 2022, and is a control person of the firm.
How can I verify Lori Frischer’s record?
Lori Frischer’s role is listed on Fifth Third Wealth Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 313015.
- Eric HousmanPresident/Managing Member
- Darren EarnhardtChief Operating Officer
- Suzanne TaylorChief Compliance Officer
- Robert BanksManaging Member
- David BriggsManaging Member
- David OlsonManaging Director, Practice Management
- Christopher OsmondChief Investment Officer
- Mary ReillyManaging Member
- Jonathan ReynoldsManaging Member
- Keith WatsonManaging Director of Administration and Operations