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ALLEGHENY FINANCIAL GROUP
CRD 104690File 801-12566
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.