Investment adviser · CRD 188512

D.B. ROOT & COMPANY, LLC

Investment adviser filing (IA)

PITTSBURGH, PA, United States · Form ADV filed Jun 25, 2026

Regulatory AUM: $952M
Client accounts: 2,654
Employees: 22
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	95	$457,107,640	48.0%
Individuals	648	$395,566,948	41.5%
Corporations & businesses	6	$57,837,034	6.1%
Retirement plans	22	$33,888,398	3.6%
Charities	5	$7,782,052	0.8%
Government entities	Fewer than 5	$185,720	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2115045 · Jun 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Fixed · Commissions

Principal office

436 SEVENTH AVENUE, SUITE 2800
PITTSBURGH, PA, 15219, United States

CRD 188512

Filing source

Form ADV 2115045 · Jun 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.