Allegheny Financial Group

Public-record details

Address

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Phone

(412) 367-3880

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

CRD number

104690

Registration

SEC registered since 1977-01-17

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Performance Based Fees Pd to Gps of Affiliated Entities)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$5.6 billion

Accounts managed

14,030

Clients reported (Form ADV 5.D)

3,971

Individual / high-net-worth clients

2,583 / 1,337

Employees

103

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-08-24

SEC registered investment adviser, CRD 104690, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 104690 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.