The Coury Firm

RIASEC RegisteredEst. 2018
Total AUM
$1.3B
Discretionary
$1.1B
83% of AUM
Avg account
$1.3M
Accounts
1,031
Employees
23
Advisory reps
10

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
289145
Registered since
March 2, 2018
Website
couryfirm.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI52.1%
  • Corporations / Businesses17.82%
  • Pension & Profit Sharing Plans13.16%
  • Pooled Investment Vehicles12.64%
  • Individuals2.75%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Coury Firm is an SEC-registered independent RIA formed as an LLC and first registered in 2018. It operates as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, pooled vehicles and institutions, and selection of third‑party advisers. The firm also engages in CPO/CTA activities and appears as a sponsor or managing member of pooled investment vehicles. Its client base spans individuals and families as well as institutional clients, and its fee arrangements include percentage‑of‑AUM, fixed fees and performance‑based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 34%, Private Funds 28%, Exchange Traded Equities 14%, State & Local Bonds 8%, Investment Grade Corp Bonds 8%, Other 7%, Cash & Cash Equivalents 1%34%
  • Public Funds/Mutual Funds34%
  • Private Funds28%
  • Exchange Traded Equities14%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds8%

Owners & executives

1 of 1
  • Gregg Coury

    Gregg Coury

    Chief Executive OfficerCRD 2792073

Contacts

3 of 9
  • Craig Montanye

    Craig Montanye

    Senior Wealth AdvisorCRD 5406174

  • Benjamin Sims

    Benjamin Sims

    Wealth AdvisorCRD 5781015

  • Ashley Chupka

    Ashley Chupka

    Senior Wealth AdvisorCRD 7615195

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$51.1M in ETFs

Passive

100%

$51.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EAFE ETF (EFA)BlackRockPassiveForeign Large Blend$13.8M200,12927.01%
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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
260 Forbes Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth