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SANTORI & PETERS
Legal name: SANTORI & PETERS, INC.
CRD 105978File 801-110482
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$433.5M
Below cohort median (national)
Discretionary AUM
$433.5M
Clients
199
679 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 28, 2017
- Principal office
- 380 SOUTHPOINTE BLVD., SUITE 130, CANONSBURG, PA, 15317
- Phone
- 412-373-6904
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $433.5M
- Discretionary AUM
- $433.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 679
- Non-discretionary accounts
- 0
- Total accounts
- 679
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1K |
| Charitable organizations | Fewer than 5 | $6.9M |
| High net worth individuals | 71 | $385.7M |
| Pension and profit sharing plans | Fewer than 5 | $549K |
| Individuals (other than high net worth individuals) | 128 | $40.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 203 | 199 | decreased by4 |
| Apr 1, 2026 | AUM | $389,662,592 | $433,499,220 | increased by$43,836,628 |
| Apr 1, 2026 | Accounts | 696 | 679 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 242 | 203 | decreased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $476,412,522 | $389,662,592 | decreased by$86,749,930 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 819 | 696 | decreased by123 |
| Apr 1, 2022 | Clients | 234 | 242 | increased by8 |
| Apr 1, 2022 | AUM | $402,191,510 | $476,412,522 | increased by$74,221,012 |
| Apr 1, 2022 | Accounts | 749 | 819 | increased by70 |
| Jul 1, 2021 | Custody | No | Yes | |
| 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 “SANTORI PETERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANTORI PETERS” 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.