FRAGASSO FINANCIAL ADVISORS INC.

CRD

123255

SEC file #

801-77097

EIN

251773014

DBA names

Fragasso Financial Advisors

Economics

AUM

$2.83B

AUM band

$1B+

AUM trajectory

'20 · $1.11B

'21 · $1.51B

'22 · $1.95B

'23 · $1.95B

'25 · $2.42B

'26 · $2.83B

'20'26

$1.11B → $2.83B▲ +154%

sec adv history

Client mix

Individuals Other	1,315
Individuals High Net Worth	758
Pension Profit Sharing Plans	83
Charitable Organizations	36
Corporations	13

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 31 advisors

'21 · 31 advisors

'22 · 27 advisors

'23 · 27 advisors

'25 · 25 advisors

'26 · 28 advisors

'20'26

31 advisors → 28 advisors▼ -10%

sec adv history

Primary office

SEWICKLEY PA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

02/18/2026

linkedin.com/company/fragassoadvisors(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

FRAGASSO FINANCIAL ADVISORS, INC.

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

FRAGASSO FINANCIAL ADVISORS, INC.

FRAGASSO FAMILY IRREVOCABLE

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

social_url_excluded:linkedin.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

Form 5500 Total Compensation

98,510

Form 5500 Compensation Trajectory 3y

2025	98,510
2024	0

Form 5500 Plan Count Trajectory 3y

2025	7
2024	1

Schedule C Total Compensation

98,510

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001613331

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-08-15

Edgar Last Filing Date

2026-04-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-07

Accession0001613331-26-000002

Edgar Former Names

Fragasso Group Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

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

Charles Schwab	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2200 GEORGETOWN DRIVESUITE 302SEWICKLEY, PA 15143

Business

2200 GEORGETOWN DRIVESUITE 302SEWICKLEY, PA 15143

Edgar EIN

251773014

Edgar Recent Filings

13F-HR2026-04-07 · 0001613331-26-000002

13F-HR2026-01-07 · 0001613331-26-000001

Firm Has Custody

Mailing Office Differs

Trust Company Affiliate