| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 09/17/2003 |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 30,273,072,662 27% |
| of that, discretionary | 28,204,261,140 26% |
| Number of Employees | 1,713 16% |
| of those in investment advisory functions | 825 6% |
| Private Fund GAV* | 0 |
| Avg Account Size | 184,476 17% |
| % High Net Worth | 1.94% 61% |
| SMA’s | Yes |
| Private Funds | 35 35 |
- 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
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date01/08/2026 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS | Filing Date09/20/2023 | Form ADV-E View Report |
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser SOUND INCOME STRATEGIES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.2b | #Funds- | |
| Adviser CENTENNIAL ADVISORS, LLC | Hedge Fund3.0m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV3.0m | AUM237.3m | #Funds1 | |
| Adviser THE HARBOR GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.0b | #Funds- | |
| Adviser SMITH MOORE & CO. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.4b | #Funds- | |
| Adviser DMK ADVISOR GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM130.8m | #Funds- | |
| Adviser QUINT INVESTMENTS AND INSURANCE | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM110.4m | #Funds- | |
| Adviser PORTFOLIO MEDICS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM780.5m | #Funds- | |
| Adviser PUBLIC SAFETY FINANCIAL/GALLOWAY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM17.9m | #Funds- | |
| Adviser SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM219.0m | #Funds- | |
| Adviser MARTIN CAPITAL ADVISORS, LLP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM181.9m | #Funds- |