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- Custodian
- American Funds · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 01-17-1977
- Office Locations
- 1
Office Locations
About Allegheny Financial Group
Allegheny Financial Group is an independent Pittsburgh-based financial planning and investment management firm serving households, businesses and nonprofits. A team-based advisory group (with many CFP® professionals) provides holistic planning—retirement, tax, estate, education and risk management—paired with ongoing portfolio management. Known for pioneering financial planning in Pittsburgh, the firm emphasizes objective advice, regular client meetings and in-house market research, often implementing allocations with mutual funds and ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON JAMES HAYNES
Manager
- CRD
- #3101940
- Ownership
- 25% but less than 50%
JONATHAN A KUHN
Manager
- CRD
- #2560067
- Ownership
- 25% but less than 50%
Prime focus
Beacon frontier matrix
- CRD
- #12691
- Ownership
- 8.1%
Showing 2 of 9 owners & executives
Unlock allContacts
Caleb Robert David Boy
--
- CRD
- #7121484
Katrina Louise Brown
--
- CRD
- #6594533
Wave zenith
Element delta catalyst
- CRD
- #22311
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,472,954,953 | $393,794 |
| Non-Discretionary | $120,636,915 | $913,916 |
| Total | $5,593,591,868 | $398,688 |
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Separately Managed Accounts
Total SMA Asset: $5,438,009,775
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,153,606,614 | 30.9% |
| Cash | $1,489,608,540 | 39.9% |
| Equity - Exchange | $1,090,139,583 | 29.2% |
| Total | $3,733,354,737 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER CATALYST | DELTA WAVE | S16ENCODC | IIMAK | 3.41% | $85,118,580 |
| PATHWAY PATHWAY PRIME | FOUNDATION PEAK | CV9ETSFFW | YDVJ | 11.32% | $9,257,936 |
| HORIZON GLACIER | ZENITH INSIGHT | 0QKSNE8RI | ITYW | 2.54% | $118,633,375 |
| ELEMENT MERIDIAN | INSIGHT HORIZON | Q14T02XEI | JUQMV | 9.77% | $68,420,169 |
| ELEMENT RIDGE MATRIX | UNISON CATALYST | QCXZRA9QD | YSYJI | 11.96% | $22,912,009 |
| DELTA EAGLE ALPHA | LEGACY DELTA | YNN7PNYA6 | TJIC | 9.90% | $56,676,953 |
| INSIGHT FOUNDATION VALUE | EAGLE VECTOR | 1ZGCKRXH1 | XBQU | 2.29% | $16,612,384 |
| FRONTIER OPTIMA MATRIX | PEAK LEGACY | B2OEDFVSZ | YQHMG | 8.43% | $37,185,257 |