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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 2,126 | 2,205 | increased by79 |
| Mar 1, 2026 | AUM | $2,422,371,738 | $2,831,366,332 | increased by$408,994,594 |
| Mar 1, 2026 | Accounts | 5,442 | 5,753 | increased by311 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 35 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,011 | 2,126 | increased by115 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,949,636,264 | $2,422,371,738 | increased by$472,735,474 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,689 | 5,442 | increased by753 |
| Mar 1, 2022 | Employees | 31 | 29 | decreased by2 |
| Mar 1, 2022 | Clients | 1,877 | 2,011 | increased by134 |
| Mar 1, 2022 | AUM | $1,677,147,745 | $1,949,636,264 | increased by$272,488,519 |
| Mar 1, 2022 | Accounts | 4,278 | 4,689 | increased by411 |
| 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 “FRAGASSO FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRAGASSO FINANCIAL” 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.