Allegheny Financial Group
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 104690
- Registered since
- January 17, 1977
- Website
- alleghenyfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI80.43%
- Individuals14.35%
- Pooled Investment Vehicles2.78%
- Corporations / Businesses1.3%
- Charitable Organizations0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Allegheny Financial Group is an independently owned RIA organized as an LLC and operating since 1977. The firm serves both individuals and institutions and describes itself as a capital allocator that provides financial planning, portfolio management for individuals, businesses and pooled vehicles, and manager selection services. Fees are charged on a percentage-of-AUM basis as well as via hourly, fixed, and other arrangements. The adviser does not identify as an active ESG investor and is not designated as a multi-state adviser in the supplied data. Regulatory and industry recognition includes placement on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms list (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Stephen Hawbaker
Chief Financial Officer & Chief Compliance OfficerCRD 4752583
Contacts
3 of 30
Maria Koedel
Associate, Financial AdvisorCRD 7409354
Rom Hurst
PartnerCRD 2574391
Courtney Collins
Financial AdvisorCRD 6764728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$686M in ETFs
39%
$268M
33%
$418M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PUTNAM FOCUSED LARGE CAP VALUE ETF (PVAL) | Active | Large Value | $133M | 2,609,319 | 19.38% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 811 Camp Horne Rd
- Time zone
- ET (UTC-5)
- Office locations
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