GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 108400
- Registered since
- August 19, 1994
- Website
- guyasuta.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.41%
- Individuals5.87%
- Charitable Organizations4.93%
- Pension & Profit Sharing Plans3.11%
- Corporations / Businesses1.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Guyasuta Investment Advisors, Incorporated is an independent RIA that manages portfolios for individuals, families and institutions with a primary emphasis on equity-oriented strategies. The firm combines financial planning with discretionary portfolio management, charging fees as a percentage of AUM and on a fixed-fee basis for certain services. Its filings show a clear preference for exchange-traded equities as the dominant exposure, while complementing stock portfolios with ETFs, mutual funds and targeted real estate exposure through REITs. Guyasuta has received repeat recognition in industry rankings, including multiple CNBC Top 100 Financial Advisory Firms listings and a Top RIA Firms mention from FA Magazine. Investment activity is tilted toward long-only, publicly traded equities: the firm maintains several hundred positions and appears to concentrate capital in large-cap names while using ETFs to fill tactical or sector exposures. The adviser offers portfolio management for both individual and institutional clients, suggesting experience building separately managed account structures as well as pooled or model-based implementations where appropriate.
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
- Exchange Traded Equities75%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Owners & executives
2 of 2RONALD BARTOSH
Chief Technology OfficerCRD 2124012
HENRY BEUKEMA
Chairman and Chief Executive OfficerCRD 5134067
Contacts
3 of 8KIMBERLI MARINO
Portfolio AdministratorCRD 6210729
JIMIL WILSON
Vice PresidentCRD 4335319
Andrew Sencindiver
Vice PresidentCRD 7861969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$90.7M in ETFs
78%
$70.4M
11%
$20.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.3M | 9,630 | 6.90% |
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
- 285 Kappa Dr
- Time zone
- ET (UTC-5)
- Office locations
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