Guyasuta Investment Advisors, Incorporated

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$1.8M
Accounts
1,389
Employees
13
Advisory reps
11

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 registered investment adviser that has been SEC registered since 1994. The firm is owned by an individual and serves both individual & family clients and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its stated fee arrangements include asset-based percentage fees as well as fixed fees. The firm’s reported asset allocation preference skews toward equities, with exchange-traded equities representing its largest asset class. Guyasuta does not identify as an active ESG investor and is not positioned as a capital allocator. It has received industry recognition over multiple years, including CNBC Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022, 2025) and placement on RIA/industry lists such as FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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
  • Henry Beukema

    Henry Beukema

    Chairman and Chief Executive OfficerCRD 5134067

  • Ronald Bartosh

    Ronald Bartosh

    Chief Technology OfficerCRD 2124012

Contacts

3 of 9
  • Kimberli Marino

    Kimberli Marino

    Portfolio AdministratorCRD 6210729

  • Jeffrey Todd

    Jeffrey Todd

    Director of Sales and MarketingCRD 6059869

  • Paul Magovern

    Paul Magovern

    Partner, Director of Fixed IncomeCRD 4930544

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$101M in ETFs

Passive

81%

$81.5M

Active

12%

$19.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$8M10,4377.90%

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