GUYASUTA INVESTMENT ADVISORS, INCORPORATED

RIASEC RegisteredEst. 1994
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$1.8M
Accounts
1,389
Employees
13
Advisory reps
10

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
108400
Registered since
August 19, 1994
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

FINTRX

Overview

Guyasuta Investment Advisors, Incorporated is an independent RIA that manages portfolios for individuals, families and institutions with a primary emphasis on equity-oriented strategies. The firm combines financial planning with discretionary portfolio management, charging fees as a percentage of AUM and on a fixed-fee basis for certain services. Its filings show a clear preference for exchange-traded equities as the dominant exposure, while complementing stock portfolios with ETFs, mutual funds and targeted real estate exposure through REITs. Guyasuta has received repeat recognition in industry rankings, including multiple CNBC Top 100 Financial Advisory Firms listings and a Top RIA Firms mention from FA Magazine. Investment activity is tilted toward long-only, publicly traded equities: the firm maintains several hundred positions and appears to concentrate capital in large-cap names while using ETFs to fill tactical or sector exposures. The adviser offers portfolio management for both individual and institutional clients, suggesting experience building separately managed account structures as well as pooled or model-based implementations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 9%, State & Local Bonds 7%, Investment Grade Corp Bonds 5%, US Government Bonds 4%75%
  • 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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 73

Active vs passive

$90.7M in ETFs

Passive

78%

$70.4M

Active

11%

$20.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$6.3M9,6306.90%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth