This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 05-18-2011
- Office Locations
- 1
Office Locations
About Hapanowicz Financial
Hapanowicz Financial is an independent, fee-only RIA in Pittsburgh serving accomplished professionals and executives with full-service wealth management: goals-based planning, tax strategy with in-house preparation, estate/insurance coordination, and guidance on deferred comp, stock options, and concentrated equity. Portfolios use globally diversified, low-cost, tax-efficient indexing with a value tilt, active rebalancing, and a stated avoidance of high-fee alternatives; also offers cash-management portfolios.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT EDWIN HAPANOWICZ
Chief Compliance Officer, President
- CRD
- #1635067
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Charles Lee Davis III
--
- CRD
- #6916220
Eric F Forsythe
--
- CRD
- #8038414
Catalyst insight
Peak ember harbor
- CRD
- #31644
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $519,537,574 | $517,468 |
| Non-Discretionary | $102,779,665 | $8,564,972 |
| Total | $622,317,239 | $612,517 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $622,317,239
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,687,556,101 | 27.4% |
| U.S. Government/Agency | $1,970,868,440 | 32.0% |
| Cash | $2,094,047,717 | 34.0% |
| Equity - Exchange | $406,491,616 | 6.6% |
| Total | $6,158,963,874 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA FOUNDATION | ZENITH DELTA | 0IYKXN2NZ | HISNQ | 5.88% | $107,642,279 |
| PATHWAY CATALYST | SUMMIT EAGLE | LKFCLG0C1 | XAR | 2.57% | $111,562,129 |
| BEACON VECTOR FOUNDATION | HARBOR VALUE | 43KN7PCCY | ACJ | 3.70% | $36,972,405 |
| RIDGE ATLAS | ELEMENT OAK | YL2I7TDWS | YELA | 3.88% | $100,861,250 |
| CREST ATLAS CATALYST | FOUNDATION ALPHA | WK7W4CP28 | HQKN | 0.88% | $110,928,224 |
| MOMENTUM VITAL | SUMMIT WAVE | NNZQCTEZE | HDN | 5.91% | $56,389,110 |
| VECTOR ALPHA | VITAL MATRIX | BTRHKSW05 | FVFT | 6.42% | $43,288,777 |
| QUANTUM VALUE BEACON | DELTA PIONEER | 8HESDD1EL | YVB | 6.87% | $115,168,676 |