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CRD 104690
PITTSBURGH, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL ANTHONY MONTILEONE | n/a | PITTSBURGH, PA | 32 | 34 | 1 | no |
| ROM STEVEN HURST | Certified Financial Planner | PITTSBURGH, PA | 28 | 32 | 1 | no |
| JONATHAN A KUHN | Certified Financial Planner | PITTSBURGH, PA | 27 | 32 | 1 | no |
| BRANDON JAMES HAYNES | Certified Financial Planner | PITTSBURGH, PA | 27 | 30 | 1 | no |
| NANCY DUGAN MCKEE | Certified Financial Planner | PITTSBURGH, PA | 19 | 38 | 1 | no |
| DAVID MICHAEL JETER | Certified Financial Planner | PITTSBURGH, PA | 14 | 34 | 1 | no |
| RALPH SAMUEL BOYD | Certified Financial Planner | PITTSBURGH, PA | 13 | 28 | 1 | no |
| DARIN BRYCE HAWN | Certified Financial Planner | PITTSBURGH, PA | 13 | 27 | 1 | no |
| MATTHEW DANIEL KELLY | Certified Financial Planner | PITTSBURGH, PA | 13 | 18 | 1 | no |
| JOHN RYAN WALCZAK | Certified Financial Planner | PITTSBURGH, PA | 13 | 18 | 1 | no |
| CHRIS PATRICK WIEDER | Certified Financial Planner | PITTSBURGH, PA | 13 | 27 | 1 | no |
| WYATT SAMUEL STEN | Certified Financial Planner | PITTSBURGH, PA | 12 | 14 | 1 | no |
| IAN DANIEL CERMINARA | Certified Financial Planner | PITTSBURGH, PA | 11 | 13 | 1 | no |
| Katrina Louise Brown | Certified Financial Planner | PITTSBURGH, PA | 9 | 10 | 1 | no |
| ERIC J MATSKO | Certified Financial Planner | PITTSBURGH, PA | 8 | 9 | 1 | no |
| MaryKate Burkes | Certified Financial Planner | PITTSBURGH, PA | 4 | 10 | 4 | no |
| Courtney Ann Collins | Certified Financial Planner | PITTSBURGH, PA | 2 | 10 | 1 | no |
| BENJAMIN ROBERT GROM | Certified Financial Planner | PITTSBURGH, PA | 2 | 12 | 1 | no |
| Christopher Thomas Smith | Certified Financial Planner | PITTSBURGH, PA | 2 | 10 | 1 | no |
| Maria Jeannette Koedel | Certified Financial Planner | PITTSBURGH, PA | 2 | 10 | n/a | no |
| JOSEPH CHARLES CLARK | Chartered Financial Analyst | McMurray, PA | PITTSBURGH, PA | 2 | 11 | n/a | no |
| Cassidy Richardson | Certified Financial Planner | PITTSBURGH, PA | 1 | 16 | n/a | no |
| TERRY LEE KNEPP | Certified Financial Planner | PITTSBURGH, PA | 1 | 23 | 1 | no |
| JOSEPH ADAM MARSTELLAR | n/a | PITTSBURGH, PA | 1 | 20 | 2 | no |
| JASON E GRAPER | Certified Financial Planner | PITTSBURGH, PA | 1 | 20 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AFG INVESTMENT PARTNERS II LP | Hedge Fund | $40.1M | Aug 24, 2026 | 4 | Mar 28, 2012 | reported | 021-55720 |
| AFG INVESTMENT PARTNERS LP | Hedge Fund | $28.9M | Aug 24, 2026 | 4 | Mar 28, 2012 | reported | 021-48134 |
| AFG INVESTMENT PARTNERS IV LP | Hedge Fund | $24.6M | Aug 24, 2026 | 4 | Mar 28, 2012 | reported | 021-86350 |
| AFG GROWTH PARTNERS | Hedge Fund | $23.8M | Aug 24, 2026 | 4 | Mar 28, 2012 | reported | 021-126847 |
| AFG INVESTMENT PARTNERS III LP | Hedge Fund | $19.2M | Aug 24, 2026 | 4 | Mar 28, 2012 | reported | 021-63819 |
| AFG ACTIVIST PARTNERS LP | Hedge Fund | $17.3M | Aug 24, 2026 | 4 | Mar 27, 2015 | reported | 021-48134 |
| AFG-CCT | Private Equity Fund | $5.0M | Aug 24, 2026 | 3 | Mar 30, 2024 | reported | 021-504237 |
| AFG-SBL | Private Equity Fund | $3.9M | Aug 24, 2026 | 3 | Mar 29, 2021 | reported | 021-364649 |
| AFG-PECA II | n/a | $3.9M | Aug 24, 2026 | 3 | Aug 24, 2026 | reported | n/a |
| AFG - GUARDIAN | n/a | $3.1M | Aug 24, 2026 | 2 | Aug 24, 2026 | reported | 021-545422 |
| AFG-SBL II | Private Equity Fund | $2.9M | Aug 24, 2026 | 3 | Mar 31, 2022 | reported | 021-416273 |
| PECA III | n/a | $2.4M | Aug 24, 2026 | 2 | Aug 24, 2026 | reported | n/a |
| AFG REAL ESTATE OPPORTUNITIES FUND LP | Real Estate Fund | $1.7M | Aug 24, 2026 | 4 | Mar 28, 2012 | reported | 021-109680 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARK, JOSEPH, CHARLES | Cio | Na | yes | 05/2026 | Aug 24, 2026 | Aug 24, 2026 |
| HAWBAKER, STEPHEN, TURNER | Cco | Na | yes | 01/2015 | Aug 24, 2026 | Aug 24, 2026 |
| Huffman, Joyce, Peterson | President | Na | yes | 04/2026 | Aug 24, 2026 | Aug 24, 2026 |
| BOYD, RALPH, SAMUEL | Director | A | yes | 11/2007 | Mar 29, 2012 | Oct 4, 2024 |
| HAWN, DARIN, BRYCE | Director | A | yes | 06/2011 | Apr 1, 2013 | Oct 4, 2024 |
| HAYNES, BRANDON, JAMES | DIRECTOR/PRESIDENT | C | yes | 02/2007 | Mar 29, 2012 | Oct 4, 2024 |
| HURST, ROM, STEVEN | Director | A | yes | 03/2004 | Mar 29, 2012 | Oct 4, 2024 |
| JETER, DAVID, MICHAEL | Director | A | yes | 07/2017 | Mar 29, 2018 | Oct 4, 2024 |
| KUHN, JONATHAN, A | Director | C | yes | 02/2007 | Mar 29, 2012 | Oct 4, 2024 |
| MANETTI, MARK, ANGELO | Director | A | yes | 07/2015 | Mar 29, 2016 | Oct 4, 2024 |
| MONTILEONE, MICHAEL, ANTHONY | Director | A | yes | 11/2007 | Mar 29, 2012 | Oct 4, 2024 |
| SCHRAUDER, JENNIFER, SUSAN | Director | A | yes | 02/2007 | Mar 29, 2012 | Oct 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALLEGHENY INVESTMENTS, LTD. | n/a | Independent wealth | $742M | N | yes | n/a |
| AFG ADVISORY, LP | n/a | n/a | n/a | N | yes | n/a |
| AFG REALTY ADVISORS, LP | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $5.6B | $5.5B | 103 | 28 | 0 | 13 | n/a |
| 2024 | Apr 1, 2025 | $4.9B | $4.8B | 105 | 28 | 0 | 10 | n/a |
| 2023 | Mar 30, 2024 | $4.5B | $4.3B | 101 | 34 | 0 | 10 | $204M |
| 2022 | Mar 31, 2023 | $3.8B | $3.6B | 101 | 34 | 0 | 9 | $227M |
| 2021 | Mar 31, 2022 | $4.4B | $4.2B | 102 | 33 | 0 | 9 | $269M |
| 2020 | Mar 29, 2021 | $3.9B | $3.5B | 100 | 39 | 0 | 8 | $272M |
| 2019 | Mar 27, 2020 | $3.4B | $3.0B | 99 | 41 | 0 | 7 | $202M |
| 2018 | Mar 27, 2019 | $2.4B | $2.2B | 99 | 44 | 0 | 7 | $180M |
| 2017 | Mar 29, 2018 | $2.6B | $1.3B | 94 | 43 | 0 | 7 | $199M |
| 2016 | Mar 31, 2017 | $2.2B | $1.9B | 94 | 53 | n/a | 7 | $186M |
| 2015 | Mar 29, 2016 | $2.6B | $245M | 90 | 44 | n/a | 7 | $182M |
| 2014 | Mar 27, 2015 | $2.5B | $171M | 89 | 42 | n/a | 7 | $182M |
| 2013 | Mar 24, 2014 | $2.3B | $106M | 80 | 37 | n/a | 6 | $177M |
| 2012 | Apr 1, 2013 | $2.1B | $253M | 74 | 34 | n/a | 6 | $152M |
| 2011 | Mar 29, 2012 | $3.0B | $90.7M | n/a | n/a | n/a | 6 | $136M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 2 | -1 | 6.7% | 0 | 0 | 0 | 1 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.6B | $4.9B | 14.1% | $3.8B | 13.9% | 103 | 105 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ALLEGHENY INVESTMENTS | 2 | Dec 16, 2024 | Feb 15, 2022 | PITTSBURGH, PA | Team lift out | Ibd to RIA | 8.7% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ALLEGHENY INVESTMENTS | 24 | Dec 31, 2024 | Jan 3, 2025 | PITTSBURGH, PA | Firm absorbed | RIA to ibd | 57.1% |