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| Fort Pitt Capital Group LLC
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| |
|---|---|
| CRD # | 281385 |
| SEC # | 801-106608 |
| CIK # | 0001223052, 0001663897 |
| AUM | $5.2 BB (2024-08-30) |
| Employees | 74 (64% Investors, 0% Brokers) |
| Phone | 412-921-1822 |
| Address | 680 Andersen Drive Pittsburgh, PA 15220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001223052 0001663897 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Alphabet Inc | 1,475.1 | 0.2 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.1 | |
| Advanced Micro Devices Inc | 131.5 | 0.1 | |
| Gallagher Arthur J & Co | 34.3 | 0.1 | |
| GXO Logistics Inc | 5.4 | 0.1 | |
| Broadcom Inc | 201.3 | 0.1 | |
| Apollo Global Management Inc | 29.5 | 0.1 | |
| Starbucks Corp | 87.6 | 0.1 | |
| Parker Hannifin Corp | 32.1 | 0.1 | |
| Lowes Companies Inc | 111.7 | 0.1 | |
| Apple Inc | 2,382.8 | 0.1 | |
| Blackstone Group LP | 69.1 | 0.1 | |
| Zebra Technologies Corp | 15.9 | 0.1 | |
| Constellation Brands Inc | 45.2 | 0.1 | |
| Ciena Corp | 6.9 | 0.1 | |
| Abbott Laboratories | 187.3 | 0.1 | |
| UnitedHealth Group Inc | 477.0 | 0.1 | |
| Merck & Co Inc | 232.4 | 0.1 | |
| Lululemon Athletica Inc | 35.6 | 0.1 | |
| United Technologies Corp /DE/ | 139.5 | 0.1 | |
| Lam Research Corp | 60.8 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Deere & Co | 94.5 | 0.1 | |
| Schwab Charles Corp | 121.7 | 0.1 | |
| Keysight Technologies Inc | 25.0 | 0.1 | |
| Devon Energy Corp/DE | 39.2 | 0.1 | |
| Danaher Corp /DE/ | 183.1 | 0.1 | |
| PNC Financial Services Group Inc | 66.1 | 0.1 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,820 | 3.4 |
| (b) Individuals (high net worth individuals) | 376 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 0.2 |
| (h) Charitable organizations | 57 | 0.0 |
| (i) State or municipal government entities | 10 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,164 | 5.2 |
| By Discretionary | ||
| Discretionary | 9,133 | 5.1 |
| Non-Discretionary | 31 | 0.0 |
| Total | 9,164 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 9,164 | 5.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001223052] | |
| 13F-HR | [0001663897] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cambridge Associates Limited LLC
✚
|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |
|
Sendero Wealth Management LLC
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|
TX | 5.2 |
|
Geneos Wealth Management Inc
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|
CO | 5.2 |
|
Andersen Tax LLC
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|
VA | 5.0 |
|
Index Fund Advisors Inc
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|
CA | 5.0 |
|
Osaic Advisory Services LLC
✚
|
GA | 4.9 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 4.9 |
|
Signature Investment Advisors LLC
✚
|
CA | 4.9 |
|
Ethic Inc
✚
|
NY | 4.9 |