Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 08/19/1994
ADV Location PITTSBURGH, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 2,437,457,000 17%
of that, discretionary 2,437,457,000 17%
Number of Employees 13 -24%
of those in investment advisory functions 8 -33%
Private Fund GAV* 0
Avg Account Size 1,754,829 16%
% High Net Worth 64.85% 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
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 1B 696M 348M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name URISH POPECK Filing Date01/06/2026 Form ADV-E View Report
Accounting Firm Name THOMAS GAITENS PC Filing Date08/06/2024 Form ADV-E View Report
Accounting Firm Name THOMAS GAITENS PC Filing Date11/13/2023 Form ADV-E View Report

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$126,198,478 % Position7.00% $ Change19.00% # Change-3.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$89,675,393 % Position5.00% $ Change5.00% # Change1.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$97,076,954 % Position5.00% $ Change1.00% # Change0.00%
Stck Ticker038222105 Stock NameAPPLIED MATLS INC $ Position$78,917,597 % Position4.00% $ Change103.00% # Change-4.00%
Stck Ticker760759100 Stock NameREPUBLIC SVCS INC $ Position$73,929,212 % Position4.00% $ Change-1.00% # Change1.00%
Stck Ticker57636Q104 Stock NameMASTERCARD INCORPORATED $ Position$76,842,346 % Position4.00% $ Change4.00% # Change1.00%
Stck TickerN07059210 Stock NameASML HLDG NV $ Position$53,374,686 % Position3.00% $ Change48.00% # Change-2.00%
Stck TickerG87052109 Stock NameTE CONNECTIVITY PLC $ Position$59,033,223 % Position3.00% $ Change-2.00% # Change1.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$56,587,791 % Position3.00% $ Change41.00% # Change0.00%
Stck Ticker693475105 Stock NamePNC FINL SVCS GROUP INC $ Position$61,789,735 % Position3.00% $ Change17.00% # Change-1.00%

Brochure Summary