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- Custodian
- American Funds · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-1981
- Office Locations
- 1
Office Locations
About Allegheny Investments, Ltd.
Allegheny Financial Group is an independent Pittsburgh-based financial planning and investment management firm serving households, businesses and nonprofits. The team delivers holistic planning—retirement, estate, tax, education, and risk management—paired with long-term portfolio management. Known for pioneering financial planning in Pittsburgh, it emphasizes regular face-to-face, team-based advice and a bench of CFP® professionals.
Reported data analysis
What the numbers show
Between April 1, 2025 and May 15, 2026, reported AUM increased 17.1%, from $633.8M to $742.1M.
Across 5 reported observations, AUM increased 4.2% between August 10, 2022 and May 15, 2026, from $711.9M to $742.1M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 14 advisory representatives and 1,432 clients, or 102.3 clients per representative. That equates to $518.2K in reported AUM per client.
The profile lists 1 reported office location and 44 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
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Allegheny Investments, Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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JAMES FRANKLIN ALEXANDER
Certified Financial Planner
- CRD
- #4118348
JASON D BENDIK
President
- CRD
- #6891480
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $739,380,873 | $226,943 |
| Non-Discretionary | $2,739,250 | $913,083 |
| Total | $742,120,123 | $227,574 |
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Separately Managed Accounts
SMA allocation detail is available
Allegheny Investments, Ltd. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.