Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/16/2018
Other registrations (3)
ADV Location PITTSBURGH, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 323,938,503 18%
of that, discretionary 319,218,986 18%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 595,475 14%
% High Net Worth 41.27% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

319M 274M 228M 182M 137M 91M 46M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker92204A702 Stock NameVANGUARD WORLD FD $ Position$12,507,832 % Position4.00% $ Change33.00% # Change675.00%
Stck Ticker47103U845 Stock NameJANUS DETROIT STR TR $ Position$10,293,277 % Position3.00% $ Change6.00% # Change6.00%
Stck Ticker19247G107 Stock NameCOHERENT CORP $ Position$8,531,203 % Position3.00% $ Change36.00% # Change-18.00%
Stck Ticker78464A375 Stock NameSPDR SERIES TRUST $ Position$8,815,282 % Position3.00% $ Change7.00% # Change7.00%
Stck Ticker92206C409 Stock NameVANGUARD SCOTTSDALE FDS $ Position$10,394,265 % Position3.00% $ Change3.00% # Change3.00%
Stck Ticker92189F486 Stock NameVANECK ETF TRUST $ Position$8,742,738 % Position3.00% $ Change3.00% # Change3.00%
Stck Ticker46137V282 Stock NameINVESCO EXCHANGE TRADED FD T $ Position$8,161,444 % Position2.00% $ Change44.00% # Change1.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$6,181,142 % Position2.00% $ Change10.00% # Change-1.00%
Stck Ticker46138J460 Stock NameINVESCO EXCH TRD SLF IDX FD $ Position$8,284,440 % Position2.00% $ Change3.00% # Change4.00%
Stck Ticker46139W858 Stock NameINVESCO EXCH TRD SLF IDX FD $ Position$5,381,927 % Position2.00% $ Change101.00% # Change102.00%

Brochure Summary