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THE COURY FIRM
Legal name: COURY FIRM ASSET MANAGEMENT LLC
CRD 289145File 801-112543
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.10B
Non-discretionary $221.6M
Clients
252
1,031 accounts
Employees
23
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 2, 2018
- Principal office
- 260 FORBES AVENUE, SUITE 1600, PITTSBURGH, PA, 15222
- Phone
- 412-261-5744
- Website
- HTTP://WWW.COURYFIRM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $221.6M
- Discretionary accounts
- 717
- Non-discretionary accounts
- 314
- Total accounts
- 1,031
- AUM per client
- $5.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $236.1M |
| Charitable organizations | 7 | $20.3M |
| High net worth individuals | 117 | $690.2M |
| Pooled investment vehicles | 2 | $167.4M |
| Pension and profit sharing plans | 17 | $174.4M |
| Individuals (other than high net worth individuals) | 89 | $36.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.