D.B. ROOT & COMPANY, LLC

CRD 188512File 801-106632

APPROVED

Retail clients

Filing as of Jun 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$952.4M

Above cohort median (national)

Discretionary AUM

$952.4M

Clients

777

2,654 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Sep 11, 2015
Principal office: 436 SEVENTH AVENUE, SUITE 2800, PITTSBURGH, PA, 15219
Phone: 412-227-2800
Website: HTTPS://WWW.DBROOT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $952.4M
Discretionary AUM: $952.4M
Non-discretionary AUM: $0
Discretionary accounts: 2,654
Non-discretionary accounts: 0
Total accounts: 2,654
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$57.8M
Non-U.S. persons	Fewer than 5	$0
Insurance companies	Fewer than 5	$0
Charitable organizations	5	$7.8M
Other investment advisers	Fewer than 5	$0
High net worth individuals	95	$457.1M
Banking or thrift institutions	Fewer than 5	$0
Pension and profit sharing plans	22	$33.9M
State or municipal government entities	Fewer than 5	$186K
Individuals (other than high net worth individuals)	648	$395.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
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 11

This 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.