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FRAGASSO FINANCIAL ADVISORS
Legal name: FRAGASSO FINANCIAL ADVISORS INC.
CRD 123255File 801-77097
APPROVED
Retail clients
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.83B
Top 25% of cohort (national)
Discretionary AUM
$2.83B
Clients
2,205
5,753 accounts
Employees
35
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 12, 2012
- Principal office
- 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA, 15143
- Phone
- 412-227-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.83B
- Discretionary AUM
- $2.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,753
- Non-discretionary accounts
- 0
- Total accounts
- 5,753
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $6.6M |
| Charitable organizations | 36 | $56.7M |
| High net worth individuals | 758 | $2.26B |
| Pension and profit sharing plans | 83 | $43.0M |
| Individuals (other than high net worth individuals) | 1,315 | $469.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.