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- Custodian
- American Funds · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 20, 2025 and May 15, 2026, reported AUM increased 14.1%, from $4.9B to $5.6B.
Across 5 reported observations, AUM increased 26.6% between September 20, 2022 and May 15, 2026, from $4.4B to $5.6B.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 28 advisory representatives and 3,971 clients, or 141.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 49 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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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%
Showing 2 of 9 owners & executives
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Caleb Robert David Boy
Financial Advisor
- CRD
- #7121484
Katrina Louise Brown
Partner and Financial Advisor
- CRD
- #6594533
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
SMA allocation detail is available
Allegheny Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Allegheny Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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