Allegheny Financial Group

Registered investment adviser · Pittsburgh, PA · CRD #104690

Form ADV data as of 2026-09-01

Regulatory assets

$5.59 billion

Total accounts

14,030

Employees

103

Disclosure events

Firm details

Website: https://www.linkedin.com/company/alllegheny-financial-group
Telephone: 412-367-3880
SEC file number: 801-12566
Most recent Form ADV filing: 2026-08-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$5.47 billion
Non-discretionary regulatory assets under management	$120.6 million
Total regulatory assets under management	$5.59 billion
Discretionary accounts	13,898
Non-discretionary accounts	132
Total accounts	14,030
Regulatory assets under management attributable to non-U.S. persons	$3.2 million

People

Total employees (excluding clerical)	103
Employees performing investment advisory functions (including research)	28
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	28
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	14
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$81.4 million
Clients for whom the firm has custody	37
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$155.6 million
Clients for whom a related person has custody	13
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Other investment adviser (including financial planners)Insurance company or agencySponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,583	$802.9 million
High net worth individuals	1,337	$4.50 billion
Pooled investment vehicles (other than investment companies and BDCs)	13	$155.6 million
Pension and profit sharing plans (not the participants or government plans)	5	$16.1 million
Charitable organizations	20	$47.3 million
Corporations or other businesses not listed above	13	$72.6 million