RIA Intel›Advisers›Pennsylvania›NEPTUNE ADVISORY, LLC

NEPTUNE ADVISORY, LLC

Advisory

PITTSBURGH, PA

Data as of Apr 16, 2026 · Source: SEC Form ADV

Rank in PA

#1,122

of 1,528 advisers by AUM

Average account

$188K

across 189 accounts

AUM per adviser

$7M

5 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$36M

Discretionary AUM$33M

Non-Discretionary AUM$3M

Discretionary %92.8%

Total Clients73

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PA, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

73 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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