ALLEGHENY INVESTMENTS

CRD

7597

SEC file #

801-57662

EIN

473706853

DBA names

—

Economics

AUM

$742.1M

AUM band

$500M-$1B

AUM trajectory

'20 · $352.3M

'21 · $440.8M

'22 · $542.5M

'23 · $711.9M

'25 · $633.8M

'26 · $742.1M

'20'26

$352.3M → $742.1M▲ +111%

sec adv history

Client mix

Individuals Other	1,185
Individuals High Net Worth	175
Charitable Organizations	55
Pension Profit Sharing Plans	12

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 69 advisors

'21 · 67 advisors

'22 · 67 advisors

'23 · 56 advisors

'25 · 13 advisors

'26 · 14 advisors

'20'26

69 advisors → 14 advisors▼ -80%

sec adv history

Primary office

PITTSBURGH PA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

instagram.com/alleghenyfinancialgroup(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

Form 5500 Plan Count

Form 5500 Total Compensation

72,477

Form 5500 Compensation Trajectory 3y

2025

72,477

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

72,477

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001639586

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-05-21

Edgar Last Filing Date

2021-09-14

Edgar Form D Count

Edgar Form D Offerings

2021-09-142021-09-14 · 0001639586-21-000001

2020-07-102020-07-10 · 0001639586-20-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3791

Soi Zip Pct 200k Plus

0.128

Soi Zip Returns 200k Plus

2,910

Soi Zip Total AGI

2,467,285

Fdic Zip Total Deposits

59,665,028,000

Fdic Zip Branch Count

722

Fdic Zip Top Banks

PNC Bank, National Association

Citizens Bank of Pennsylvania

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

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	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

STONE QUARRY CROSSING, 811 CAMP HORNE RDSUITE 100PITTSBURGH, PA 15237

Business

STONE QUARRY CROSSING, 811 CAMP HORNE RDSUITE 100PITTSBURGH, PA 15237

Edgar EIN

473706853

Edgar Recent Filings

D2021-09-14 · 0001639586-21-000001

D2020-07-10 · 0001639586-20-000002

Fdic Zip Branches Raw

NorthSide BankMccandless Township, PA

NorthSide BankRoss Township, PA

Fdic Zip HHI

1344.66

Fdic Zip Top Bank Share Pct

31.91

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	50,941
Returns	4,780

Stub 2

AGI	136,032
Returns	3,610

Stub 3

AGI	199,386
Returns	3,200

Soi Zip Total Business Income

75,771

Soi Zip Total Cap Gains

73,339

Soi Zip Total Dividends

58,747

Soi Zip Total Returns

22,740

Top Owner CRD

3101940

Trust Company Affiliate