Guyasuta Investment Advisors, Incorporated
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 108400
- Registered since
- August 19, 1994
- Website
- guyasuta.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.41%
- Individuals5.87%
- Charitable Organizations4.93%
- Pension & Profit Sharing Plans3.11%
- Corporations / Businesses1.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Guyasuta Investment Advisors, Incorporated is an independent, SEC-registered RIA organized as a corporation and operating since the 1990s. The firm serves both individual and family clients as well as institutional participants, delivering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its fees are billed as a percentage of assets under management and, in some cases, via fixed fees. Guyasuta does not position itself as an ESG or pension consultant and is not structured as a multi-state or related adviser-capital allocator. The firm has received recurring industry recognition, including multiple appearances on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2022 and 2025) and a Top RIA Firms mention from Financial Advisor Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
Owners & executives
2 of 2
Ronald Bartosh
Chief Technology OfficerCRD 2124012
Henry Beukema
Chairman and Chief Executive OfficerCRD 5134067
Contacts
3 of 8
Kimberli Marino
Portfolio AdministratorCRD 6210729
Jimil Wilson
Vice PresidentCRD 4335319
Andrew Sencindiver
Vice PresidentCRD 7861969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$99.2M in ETFs
78%
$77.7M
11%
$21.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.3M | 9,735 | 7.33% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 285 Kappa Dr
- Time zone
- ET (UTC-5)
- Office locations
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