Adviser Profile
| As of Date | 09/10/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 740 xxxxxxx |
| Websites |
| AUM* | 182,742,274 40% |
| of that, discretionary | 182,742,274 40% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 304,570 26% |
| % High Net Worth | 36.23% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
183M
157M
131M
104M
78M
52M
26M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker458140100 | Stock NameINTEL CORP | $ Position$32,625,946 | % Position18.00% | $ Change312.00% | # Change30.00% |
| Stck Ticker78464A847 | Stock NameSPDR SERIES TRUST | $ Position$23,220,806 | % Position13.00% | $ Change20.00% | # Change5.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST | $ Position$13,477,541 | % Position8.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker78463X509 | Stock NameSPDR INDEX SHS FDS | $ Position$13,060,091 | % Position7.00% | $ Change12.00% | # Change1.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS FDS | $ Position$12,236,053 | % Position7.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$10,796,664 | % Position6.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker922908553 | Stock NameVANGUARD INDEX FDS | $ Position$8,630,524 | % Position5.00% | $ Change16.00% | # Change7.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$7,023,846 | % Position4.00% | $ Change10.00% | # Change-1.00% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$5,491,732 | % Position3.00% | $ Change12.00% | # Change299.00% |
| Stck Ticker922042676 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$6,092,738 | % Position3.00% | $ Change6.00% | # Change5.00% |