The Coury Firm is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 23 employees, and 1,031 accounts.
Assets Under Management
$1.3B
Employees
23
Offices
--
Total Clients
252
Primary office
PITTSBURGH, PA
260 FORBES AVENUE, SUITE 1600, PITTSBURGH, PA, United States
Top client segmentHNWI represent 46.4% of total clients.
Top client categories% of clientsClients
1
HNWI
46.4%
117
2
Individuals
35.3%
89
3
Corporations
7.9%
20
4
Pension Plans
6.7%
17
5
Charitable
2.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary83.3%
$1.1B
83% of total RAUM83.3%
Non-discretionary16.7%
$222M
17% of total RAUM16.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts1,031
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee11:1
10Y Employee Change+2 (+9.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.