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ALLEGHENY INVESTMENTS

Advisory

N·PITTSBURGH, PA

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM

$742M

1-Year AUM Growth

0.0%

3-Year CAGR

-0.7%

Employees

14

Assets Under Management

Total AUM$742M

Discretionary AUM$739M

Non-Discretionary AUM$3M

Discretionary %99.6%

Total Clients1,356

Team

Total Employees14

Investment Advisers21

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record45

First FilingApr 19, 2001

Latest FilingMay 15, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLEGHENY INVESTMENTS

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.