Investment adviser · CRD 281385

FORT PITT CAPITAL GROUP, LLC

Investment adviser filing (IA)

PITTSBURGH, PA, United States · Form ADV filed Aug 30, 2024

Regulatory AUM: $5.16B
Client accounts: 9,164
Employees: 74
Advisory professionals: 47

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
Individuals	2,820	$3,382,190,110	65.6%
High-net-worth individuals	376	$1,360,426,277	26.4%
Retirement plans	63	$206,996,368	4.0%
Corporations & businesses	48	$119,327,292	2.3%
Investment companies	1	$60,874,784	1.2%
Charities	57	$21,521,225	0.4%
Government entities	10	$4,686,333	0.1%
Insurance companies	Fewer than 5	$3,812	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 1899197 · Aug 30, 2024 · 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: Aug 30, 2024. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed

Principal office

680 ANDERSEN DRIVE, FOSTER PLAZA TEN -- SUITE 350
PITTSBURGH, PA, 15220, United States

CRD 281385

Filing source

Form ADV 1899197 · Aug 30, 2024 · 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.