ALLEGHENY INVESTMENTS

CRD 7597File 801-57662

APPROVED

Retail clients

Custody

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$742.1M

Above cohort median (national)

Discretionary AUM

$739.4M

Non-discretionary $2.7M

Clients

1,427

3,261 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: Jun 2, 2000
Principal office: STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, PITTSBURGH, PA, 15237
Phone: 412-367-3880
Website: https://www.instagram.com/alleghenyfinancialgroup

Assets & accounts

ADV Item 5F

Total regulatory AUM: $742.1M
Discretionary AUM: $739.4M
Non-discretionary AUM: $2.7M
Discretionary accounts: 3,258
Non-discretionary accounts: 3
Total accounts: 3,261
AUM per client: $520K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$6.0M
Charitable organizations	55	$71.4M
High net worth individuals	175	$367.2M
Pension and profit sharing plans	12	$21.3M
Individuals (other than high net worth individuals)	1,185	$276.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
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

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.