$2.8B Total AUM
$2.8B Disc. AUM
12.2% 3Y CAGR
35 Employees
2,229 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 06-12-1996
- Office Locations
- 4
Office Locations
11269 Perry Highway Suite 430 Wexford PA
2200 Georgetown Drive # 302 Pittsburgh PA
2200 Georgetown Drive Suite 302 Sewickley PA
About Fragasso Financial Advisors
Fragasso Financial Advisors is a Pennsylvania RIA providing personalized financial planning and investment management, pairing each client with a dedicated advisory team supported by an in-house portfolio management group. The firm focuses on goal-based wealth planning for individuals and families, including retirement, tax, estate and multigenerational planning, and maintains an investment committee that reviews market outlook and portfolio construction.
Team overview
46 AVG AGE
$101.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.2 yrs AVG TENURE
35 Employees
28 Advisory Reps
18 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Value Delta Timber radial Horizon vertex
Client Personas
Pathway foundation Delta matrix
CRM
Zenith
Custodian
Vector timber Ridge pathway Horizon Vital unison
Investment Themes
Element insight North Oak
Investment Vehicles
Value
Platform
Catalyst crest
Services
Vital Legacy Delta vector Delta Summit element Harbor Matrix Crest Beacon oak Catalyst quantum Radial vector Timber Timber Glacier vector
Technology
Prime
Owner & Executives
JAMES PAUL DANKO
Chief Compliance Officer
- CRD
- #2899544
- Ownership
- Less than 5%
(721) 719-3996
focus.prime@alphacapital.com
in linkedin.com/in/atlas-glacier
DANIEL JAMES DINGUS
Director, President
- CRD
- #2901266
- Ownership
- Less than 5%
(730) 653-6532
pioneer.legacy@matrixcapital.com
in linkedin.com/in/glacier-beacon
Q
Quantum unison
Timber value north
- CRD
- #82902
- Ownership
- 19.6%
(290) 505-2501
eagle.beacon@momentumcapital.com
in linkedin.com/in/signal-vertex
Showing 2 of 6 owners & executives
Unlock allContacts
R
RICHARD JOSEPH ALFERA II
President
- CRD
- #4446564
(987) 295-3934
insight.ember@catalystcapital.com
in linkedin.com/in/summit-wave
B
BERNARD ELWOOD CARTER JR
--
- CRD
- #2269889
(879) 927-5272
beacon.focus@beaconcapital.com
in linkedin.com/in/foundation-peak
F
Foundation signal
Harbor alpha
- CRD
- #35120
(440) 482-8240
alpha.alpha@frontiercapital.com
in linkedin.com/in/ridge-beacon
Showing 2 of 28 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,831,366,332 | $492,155 |
| Non-Discretionary | $0 | -- |
| Total | $2,831,366,332 | $492,155 |
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Separately Managed Accounts
Total SMA Asset: $2,831,366,332
Equity - Exchange:
9.1% Public Funds:
13.7% Other:
21.3% Corporate - Investment Grade:
18.7% Cash:
13.6% Equity - OTC:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $68,782,454 | 9.1% |
| Public Funds | $103,551,606 | 13.7% |
| Other | $160,996,293 | 21.3% |
| Corporate - Investment Grade | $141,344,164 | 18.7% |
| Cash | $102,795,755 | 13.6% |
| Equity - OTC | $178,380,870 | 23.6% |
| Total | $755,851,142 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON LEGACY DELTA | INSIGHT RADIAL | AJ3GHWLOD | NSMDN | 7.51% | $85,837,398 |
| FOUNDATION ALPHA VALUE | BRIDGE PRIME | KS4V11BMN | AELAZ | 11.19% | $58,236,587 |
| OPTIMA VECTOR | VECTOR RADIAL | CRMPAKMXD | CLCA | 10.50% | $92,638,718 |
| PEAK UNISON EMBER | ZENITH GLACIER | IE5CRL63S | QEQNY | 4.54% | $54,850,188 |
| FOCUS CAPITAL | SIGNAL SIGNAL | 1CFR8CSKH | JYTS | 12.09% | $12,487,376 |
| VERTEX WAVE | MOMENTUM LEGACY | JDK9PL0FU | XRILR | 2.79% | $34,579,691 |
| SIGNAL WAVE | SUMMIT VALUE | ETSQUGI2K | ZPHQ | 1.47% | $20,107,186 |
| PEAK CREST CATALYST | PRIME VALUE | TBR1L7S62 | FAV | 9.83% | $25,098,812 |