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FEDERATED INVESTMENT COUNSELING
CRD 105325File 801-34611
APPROVED
Retail clients
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$207.21B
Top 10% of cohort (national)
Discretionary AUM
$207.21B
Clients
8,721
8,721 accounts
Employees
213
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 12, 1989
- Principal office
- 1001 LIBERTY AVENUE, PITTSBURGH, PA, 15222-3779
- Phone
- 412-288-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $207.21B
- Discretionary AUM
- $207.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8,721
- Non-discretionary accounts
- 0
- Total accounts
- 8,721
- AUM per client
- $23.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 615 | $5.05B |
| Non-U.S. persons | Fewer than 5 | $3.69B |
| Insurance companies | 15 | $15.23B |
| Charitable organizations | 210 | $1.09B |
| Other investment advisers | 1,003 | $3.10B |
| High net worth individuals | 146 | $223.7M |
| Pooled investment vehicles | 25 | $15.93B |
| Banking or thrift institutions | Fewer than 5 | $572K |
| Pension and profit sharing plans | 215 | $2.30B |
| State or municipal government entities | 22 | $156.97B |
| Individuals (other than high net worth individuals) | 6,466 | $3.62B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- 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
- Yes
- 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 | Clients | 8,578 | 8,721 | increased by143 |
| Apr 1, 2026 | AUM | $199,641,239,415 | $207,209,930,946 | increased by$7,568,691,531 |
| Apr 1, 2026 | Accounts | 8,579 | 8,721 | increased by142 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 198 | 213 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13,028 | 8,578 | decreased by4,450 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $148,570,639,375 | $199,641,239,415 | increased by$51,070,600,040 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13,028 | 8,579 | decreased by4,449 |
| Apr 1, 2022 | Employees | 196 | 198 | increased by2 |
| Apr 1, 2022 | Clients | 11,576 | 13,028 | increased by1,452 |
| Apr 1, 2022 | AUM | $126,368,719,153 | $148,570,639,375 | increased by$22,201,920,222 |
| Apr 1, 2022 | Accounts | 11,576 | 13,028 | increased by1,452 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FEDERATED INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FEDERATED INVESTMENT” 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.