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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 Aug 17, 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 |
|---|---|---|---|
| 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.