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 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
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
Henry Beukema
Chairman and Chief Executive OfficerCRD 5134067

Ronald Bartosh
Chief Technology OfficerCRD 2124012
Contacts
3 of 9
Kimberli Marino
Portfolio AdministratorCRD 6210729

Jeffrey Todd
Director of Sales and MarketingCRD 6059869

Paul Magovern
Partner, Director of Fixed IncomeCRD 4930544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$101M in ETFs
81%
$81.5M
12%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8M | 10,437 | 7.90% |
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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