ALLEGHENY FINANCIAL GROUP

CRD

104690

SEC file #

801-12566

EIN

251307896

DBA names

—

Economics

AUM

$5.59B

AUM band

$1B+

AUM trajectory

'20 · $2.36B

'21 · $3.41B

'22 · $3.90B

'23 · $4.42B

'25 · $4.90B

'26 · $5.59B

'20'26

$2.36B → $5.59B▲ +137%

sec adv history

Client mix

Individuals Other	2,583
Individuals High Net Worth	1,337
Charitable Organizations	20
Pooled Investment Vehicles	13
Corporations	13

Operations

Employees (total)

103

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 44 advisors

'21 · 41 advisors

'22 · 39 advisors

'23 · 33 advisors

'25 · 28 advisors

'26 · 28 advisors

'20'26

44 advisors → 28 advisors▼ -36%

sec adv history

Primary office

PITTSBURGH PA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/31/2026

linkedin.com/company/alllegheny-financial-group(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HAYNES, BRANDON, JAMES

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

HAYNES, BRANDON, JAMES

KUHN, JONATHAN, A

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:allegheny.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

128

Form 5500 Compensation Trajectory 3y

2024	0
2025	0

Form 5500 Plan Count Trajectory 3y

2024	1
2025	1

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001844148

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-02-11

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0001844148-26-000002

Edgar Former Names

Allegheny Financial Group LTD

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	56
E*trade	4

adv brochure

Edgar Addresses

Mailing

811 CAMP HORNE ROAD SUITE 100PITTSBURGH, PA 15237

Business

811 CAMP HORNE ROAD SUITE 100PITTSBURGH, PA 15237

Edgar EIN

251307896

Edgar Recent Filings

13F-HR2026-04-16 · 0001844148-26-000002

13F-HR2026-02-02 · 0001844148-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

3101940

Trust Company Affiliate

IAR · Direct Owner · 37.5%

People (31)

KUHN, JONATHAN, A

2560067

HAYNES, BRANDON, JAMES

IAR · Direct Owner · 37.5%

3101940

JETER, DAVID, MICHAEL

2178135

HAWN, DARIN, BRYCE

3204556

BOYD, RALPH, SAMUEL

3034257

HURST, ROM, STEVEN