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ALLEGHENY FINANCIAL GROUP
CRD 104690File 801-12566
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.59B
Top 25% of cohort (national)
Discretionary AUM
$5.47B
Non-discretionary $120.6M
Clients
3,971
14,030 accounts
Employees
103
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 17, 1977
- Principal office
- STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, PITTSBURGH, PA, 15237
- Phone
- 412-367-3880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.59B
- Discretionary AUM
- $5.47B
- Non-discretionary AUM
- $120.6M
- Discretionary accounts
- 13,898
- Non-discretionary accounts
- 132
- Total accounts
- 14,030
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $72.6M |
| Charitable organizations | 20 | $47.3M |
| High net worth individuals | 1,337 | $4.50B |
| Pooled investment vehicles | 13 | $155.6M |
| Pension and profit sharing plans | 5 | $16.1M |
| Individuals (other than high net worth individuals) | 2,583 | $802.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 105 | 103 | decreased by2 |
| Apr 1, 2026 | Clients | 3,955 | 3,971 | increased by16 |
| Apr 1, 2026 | AUM | $4,904,134,773 | $5,593,591,868 | increased by$689,457,095 |
| Apr 1, 2026 | Accounts | 12,950 | 14,030 | increased by1,080 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 3,952 | 3,955 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 102 | 105 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,068 | 3,952 | increased by884 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,417,139,275 | $4,904,134,773 | increased by$486,995,498 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,934 | 12,950 | increased by3,016 |
| Oct 1, 2022 | AUM | $4,417,087,066 | $4,417,139,275 | increased by$52,209 |
| Apr 1, 2022 | Employees | 100 | 102 | increased by2 |
| Apr 1, 2022 | Clients | 2,759 | 3,068 | increased by309 |
| Apr 1, 2022 | AUM | $3,897,483,825 | $4,417,087,066 | increased by$519,603,241 |
| Apr 1, 2022 | Accounts | 9,248 | 9,934 | increased by686 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLEGHENY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLEGHENY FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.