CRD: 108400
Guyasuta Investment Advisors, Incorporated
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-19-1994
- Office Locations
- 1
Office Locations
About Guyasuta Investment Advisors, Incorporated
Guyasuta Investment Advisors is a privately held, independent RIA based in Pittsburgh serving families nationwide, often across generations. The team delivers customized portfolio management and unbiased guidance around key life decisions, supported by in-house investment research and fixed income security selection/monitoring (including municipal and corporate bonds). Publishes a Quarterly Trends market outlook for clients.
Reported data analysis
What the numbers show
Between February 20, 2025 and February 4, 2026, reported AUM increased 3.6%, from $2.4B to $2.4B.
Across 5 reported observations, AUM increased 22.7% between January 31, 2022 and February 4, 2026, from $2.0B to $2.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 478 clients, or 59.8 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on February 4, 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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Owner & Executives
HENRY SHAW BEUKEMA
Chairman, Chief Executive Officer, Director
- CRD
- #5134067
- Ownership
- 25% but less than 50%
PAUL JAMES MAGOVERN
Director, PARTNER
- CRD
- #4930544
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Henry Warren Kincaid
Analyst
- CRD
- #7651091
KIMBERLI JEAN MARINO
Portfolio Manager
- CRD
- #6210729
Showing 2 of 10 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,437,457,000 | $1,754,829 |
| Non-Discretionary | $0 | -- |
| Total | $2,437,457,000 | $1,754,829 |
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Separately Managed Accounts
SMA allocation detail is available
Guyasuta Investment Advisors, Incorporated has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Guyasuta Investment Advisors, Incorporated's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.