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Guyasuta Investment Advisors, Incorporated

Guyasuta Investment Advisors, Incorporated. CRD 108400

Guyasuta Investment Advisors, Incorporated logo

CRD: 108400

Guyasuta Investment Advisors, Incorporated

Pittsburgh, PA, 15238
4124474560
guyasuta.com
$2.4B Total AUM
$2.4B Disc. AUM
-- 3Y CAGR
13 Employees
478 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
CrestEagle timber
Established Date
08-19-1994
Office Locations
1

Office Locations

285 Kappa Drive Suite 220 Pittsburgh PA

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.

Team overview

49 AVG AGE
$304.7M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
10.2 yrs AVG TENURE
13 Employees
8 Advisory Reps
10 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Focus Focus Vital fusion Frontier

Client Personas

Glacier Eagle value

Custodian

Signal Foundation Unison fusion Timber Summit

Investment Themes

Harbor element

Investment Vehicles

Eagle Radial eagle

Platform

Peak optima

Services

Crest Oak vector

Technology

Zenith timber Delta signal

Owner & Executives

H

HENRY SHAW BEUKEMA

Chairman, Chief Executive Officer, Director

CRD
#5134067
Ownership
25% but less than 50%
(382) 844-1436
timber.catalyst@momentumcapital.com
in linkedin.com/in/frontier-fusion
P

PAUL JAMES MAGOVERN

Director, PARTNER

CRD
#4930544
Ownership
25% but less than 50%
(786) 445-3645
fusion.unison@focuscapital.com
in linkedin.com/in/harbor-alpha
F

Frontier ridge

Glacier glacier unison

CRD
#22234
Ownership
26.4%
(338) 930-8507
insight.atlas@crestcapital.com
in linkedin.com/in/north-unison

Showing 2 of 4 owners & executives

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Contacts

Henry Warren Kincaid

Henry Warren Kincaid

Analyst

CRD
#7651091
(713) 950-6850
frontier.glacier@primecapital.com
in linkedin.com/in/crest-harbor
K

KIMBERLI JEAN MARINO

Portfolio Manager

CRD
#6210729
(549) 824-9141
eagle.north@valuecapital.com
in linkedin.com/in/element-value
M

Momentum harbor

Atlas wave

CRD
#37849
(558) 544-7221
momentum.capital@fusioncapital.com
in linkedin.com/in/radial-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-31-2022
04-20-2023
02-27-2024
02-20-2025
02-04-2026
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

Total SMA Asset: $2,437,457,000

$2.4B Total SMA
Equity - Exchange:
11.6%
Cash:
32.4%
Municipal Bonds:
15.7%
Corporate - Investment Grade:
23.8%
U.S. Government/Agency:
16.5%
Asset class Assets Assets %
Equity - Exchange $912,874,880 11.6%
Cash $2,549,753,976 32.4%
Municipal Bonds $1,235,528,933 15.7%
Corporate - Investment Grade $1,872,967,427 23.8%
U.S. Government/Agency $1,298,485,820 16.5%
Total $7,869,611,036 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
EMBER PIONEER DELTA UNISON PLX1RVG5M GVPX 0.66% $106,670,507
PIONEER HARBOR PATHWAY ELEMENT 34NTPQNNS FLEWR 4.79% $113,974,580
BEACON OPTIMA OPTIMA HARBOR GJL6S9SO8 XNAI 7.51% $88,403,952
RIDGE MOMENTUM TIMBER BRIDGE 5BDRBPPPC AWEC 8.42% $77,770,919
VITAL ATLAS BRIDGE UNISON TIMBER 0PU715T1R TSU 10.37% $15,998,992
FOUNDATION WAVE PIONEER FOCUS ELEMENT 8LEX9ZNXE GHQ 4.78% $18,119,317
CAPITAL VITAL NORTH PIONEER PATHWAY JYY8E5TIX RCJ 12.49% $73,571,092
GLACIER DELTA ZENITH SIGNAL ELEMENT O63KMUB42 IZC 2.21% $70,350,101

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