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| Keyboard |
| DB Root & Company LLC
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|---|---|
| CRD # | 188512 |
| SEC # | 801-106632 |
| CIK # | 0001731717 |
| AUM | 952.4 M (2026-06-25) |
| Employees | 22 (68% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 412-227-2800 |
| Address | 436 Seventh Avenue Pittsburgh, PA 15219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 10.1 | |
| SPDR Gold Trust | 5.4 | |
| Dicks Sporting Goods Inc | 5.3 | |
| Nvidia Corp | 4.3 | |
| Amazon Com Inc | 4.2 | |
| Wal Mart Stores Inc | 3.9 | |
| Microsoft Corp | 3.6 | |
| Automatic Data Processing Inc | 3.4 | |
| Alphabet Inc | 3.0 | |
| Costco Wholesale Corp /NEW | 2.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 648 | 395.6 |
| (b) Individuals (high net worth individuals) | 95 | 457.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 33.9 |
| (h) Charitable organizations | 5 | 7.8 |
| (i) State or municipal government entities | 1 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 57.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,654 | 952.4 |
| By Discretionary | ||
| Discretionary | 2,654 | 952.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,654 | 952.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 952.4 | |
| Total | 2,654 | 952.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731717] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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