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D.b. Root & Company, LLC

D.b. Root & Company, LLC. CRD 188512

D

CRD: 188512

D.b. Root & Company, LLC

Pittsburgh, PA, 15219
4122272800
www.dbroot.com
$952.4M Total AUM
$952.4M Disc. AUM
14.0% 3Y CAGR
22 Employees
777 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vector
Established Date
08-01-2015
Office Locations
3

Office Locations

436 Seventh Avenue Suite 2800 Pittsburgh PA
-- Perrysburg OH
-- South Boston MA

About D.b. Root & Company, LLC

D.B. Root & Company is an independent Pittsburgh-based wealth manager providing comprehensive financial planning and investment management for individuals and families, including bespoke advice for multi-generational needs. The firm also delivers independent investment consulting and co-fiduciary services for ERISA retirement plans, plus strategic advisory for endowments, foundations, and nonprofits. Custodies with Charles Schwab; advising clients nationally since 1994.

Team overview

55 AVG AGE
$63.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.6 yrs AVG TENURE
22 Employees
15 Advisory Reps
15 RIA Reps
10yrs Firm Age

Insights

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Full visibility includes strategy notes for pioneer vital capital.

Asset Classes

Pioneer Optima optima Catalyst capital Radial Meridian optima

Investment Themes

Beacon wave Glacier insight

Investment Vehicles

Signal alpha

Services

North focus Atlas harbor Crest optima Beacon value Insight Summit north Signal prime Insight Radial Insight Frontier Pioneer harbor

Technology

Quantum ember

Owner & Executives

MICHAEL J AROESTY

MICHAEL J AROESTY

Chief Investment Officer

CRD
#5692113
Ownership
Less than 5%
(902) 512-5411
radial.signal@insightcapital.com
in linkedin.com/in/eagle-peak
Richard Leeway Chen Esq.

Richard Leeway Chen Esq.

Chief Compliance Officer, General Counsel

CRD
#7292162
Ownership
Less than 5%
(422) 212-3901
eagle.pioneer@valuecapital.com
in linkedin.com/in/prime-catalyst
S

Signal foundation

Wave harbor radial

CRD
#97835
Ownership
38.5%
(324) 919-3535
pathway.optima@frontiercapital.com
in linkedin.com/in/harbor-meridian

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Contacts

R

RICHARD READ APPLEGATE

Consultant

CRD
#821789
(436) 549-8107
peak.frontier@fusioncapital.com
in linkedin.com/in/harbor-signal
Taylor Kathryn Glock

Taylor Kathryn Glock

Financial Advisor

CRD
#7118679
(916) 918-5607
alpha.eagle@eaglecapital.com
in linkedin.com/in/frontier-legacy
R

Radial bridge

Insight fusion foundation

CRD
#58063
(864) 681-2601
value.matrix@unisoncapital.com
in linkedin.com/in/prime-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-13-2022
03-10-2023
10-22-2024
11-05-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $952,367,792 $358,842
Non-Discretionary $0 --
Total $952,367,792 $358,842

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Separately Managed Accounts

Total SMA Asset: $952,367,792

$952.4M Total SMA
Public Funds:
41.0%
Equity - Exchange:
37.8%
Cash:
11.1%
U.S. Government/Agency:
10.1%
Asset class Assets Assets %
Public Funds $1,316,216,611 41.0%
Equity - Exchange $1,213,487,510 37.8%
Cash $356,341,570 11.1%
U.S. Government/Agency $324,238,726 10.1%
Total $3,210,284,417 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN FOUNDATION FOUNDATION ELEMENT V1XI5IDZK JYC 2.10% $54,308,174
INSIGHT EAGLE NORTH OAK 0DPQM3UI0 QIDHS 5.65% $67,912,739
HARBOR GLACIER PEAK INSIGHT BEACON 9JLZ7K4K2 SAHJ 2.24% $5,509,242
INSIGHT SUMMIT FOUNDATION RIDGE MATRIX 9ZD37EPFF XTQ 0.92% $91,012,177
FRONTIER BEACON VECTOR UNISON ELEMENT EQVAXA13M DSHZI 6.03% $101,294,206
INSIGHT FRONTIER WAVE SIGNAL MP8XNDYS6 LZE 4.71% $19,309,101
GLACIER VERTEX WAVE MOMENTUM ZZCO8LZJN VWCL 5.03% $66,239,606
BEACON MATRIX FOUNDATION FRONTIER QUANTUM K1THECX5C LCLB 12.23% $41,074,005

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