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CRD 133561
SEWICKLEY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JEFFRY MARZINA | Certified Financial Planner | PITTSBURGH, PA | SEWICKLEY, PA | 21 | 37 | 1 | no |
| KENNETH JAMES COMO | n/a | SEWICKLEY, PA | 21 | 44 | 1 | no |
| KENT JAMES MARKLE | n/a | SEWICKLEY, PA | 21 | 38 | 1 | no |
| ALISON FOX WERTZ | Certified Financial Planner | PITTSBURGH, PA | SEWICKLEY, PA | 21 | 30 | 1 | no |
| JOSEPH JOHN DEANDREA | n/a | SEWICKLEY, PA | 21 | 36 | 1 | no |
| RODNEY SPENCER ENGH | Certified Financial Planner | SEWICKLEY, PA | 21 | 26 | 1 | no |
| WILLIAM J NICHOLS | Certified Financial Planner | SEWICKLEY, PA | PITTSBURGH, PA | 19 | 20 | 1 | no |
| KEVIN JAMES CORBETT | n/a | PITTSBURGH, PA | SEWICKLEY, PA | 19 | 27 | n/a | no |
| BRIAN JOURDAN | Certified Financial Planner | PITTSBURGH, PA | SEWICKLEY, PA | 16 | 22 | n/a | no |
| DAVID LEE RISHEL | Certified Financial Planner | SEWICKLEY, PA | 13 | 28 | 1 | no |
| RESHELLE LORRAINE BARRETT | Certified Financial Planner | PITTSBURGH, PA | SEWICKLEY, PA | 12 | 33 | n/a | no |
| WARD LEE GARNER | Certified Financial Planner | SEWICKLEY, PA | 12 | 36 | n/a | no |
| EDWARD GOBRECHT SNYDER | Certified Financial Planner | PITTSBURGH, PA | SEWICKLEY, PA | 12 | 34 | n/a | no |
| JOHN EDWARD JONES | n/a | SEWICKLEY, PA | 12 | 33 | n/a | no |
| MICHAEL KENT KAUFFELT | Chartered Financial Analyst | SEWICKLEY, PA | PITTSBURGH, PA | 12 | 33 | n/a | no |
| THOMAS ROBERT BEILSTEIN | n/a | SEWICKLEY, PA | 12 | 34 | n/a | no |
| MIA ANN KOVACS | Certified Financial Planner | SEWICKLEY, PA | 11 | 15 | 1 | no |
| SUSAN ANNE FAUST | n/a | SEWICKLEY, PA | 11 | 19 | 1 | no |
| Emily Marie Sekerak | n/a | Pittsburgh, PA | SEWICKLEY, PA | 6 | 10 | n/a | no |
| KIMBERLY ANN ZEIS | n/a | SEWICKLEY, PA | 4 | 28 | n/a | no |
| MELINDA J DICKERSON | n/a | SEWICKLEY, PA | PITTSBURGH, PA | 4 | 29 | n/a | no |
| TAMMY MARIE VARGO | n/a | SEWICKLEY, PA | 4 | 29 | n/a | no |
| JASON ROBERT DEFELICE | n/a | SEWICKLEY, PA | Pittsburgh, PA | 3 | 12 | n/a | no |
| THOMAS E. REISDORF | n/a | SEWICKLEY, PA | 2 | 15 | n/a | no |
| ADAM TODD LOGAN | Chartered Financial Analyst | SEWICKLEY, PA | 2 | 18 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BILL FEW ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP TRUST | Shareholder | E | yes | 06/2021 | Jul 29, 2021 | Jun 3, 2024 |
| BILL FEW FINANCIAL GROUP, INC. | SOLE SHAREHOLDER | E | yes | 07/2001 | Mar 29, 2012 | Jun 3, 2024 |
| COMO, KENNETH, JAMES | Director | Na | yes | 07/2001 | Mar 29, 2012 | Jun 3, 2024 |
| JONES, JOHN, EDWARD | CFO, COO, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | Na | yes | 07/2001 | Mar 29, 2012 | Jun 3, 2024 |
| KAUFFELT, MICHAEL, KENT | CO-CIO | Na | yes | 07/2001 | Mar 29, 2012 | Jun 3, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Pittsburgh | Pa | United States | 11 | no |
| Pittsburgh | Pa | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.7B | $2.1B | 31 | 29 | 2 | n/a | n/a |
| 2024 | Mar 31, 2025 | $2.6B | $2.0B | 31 | 29 | 2 | n/a | n/a |
| 2023 | Mar 25, 2024 | $2.1B | $1.5B | 31 | 29 | 2 | n/a | n/a |
| 2022 | Mar 17, 2023 | $1.8B | $1.2B | 30 | 28 | 2 | n/a | n/a |
| 2021 | Mar 18, 2022 | $1.7B | $1.3B | 30 | 28 | 2 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.3B | $1.0B | 29 | 27 | 2 | n/a | n/a |
| 2019 | Mar 31, 2020 | $1.1B | $962M | 29 | 27 | 2 | n/a | n/a |
| 2018 | Mar 29, 2019 | $948M | $711M | 30 | 28 | 3 | n/a | n/a |
| 2017 | Mar 27, 2018 | $960M | $718M | 29 | 27 | 3 | n/a | n/a |
| 2016 | Mar 9, 2017 | $918M | $604M | 29 | 27 | n/a | n/a | n/a |
| 2015 | Mar 7, 2016 | $790M | $520M | 29 | 26 | n/a | n/a | n/a |
| 2014 | Mar 5, 2015 | $830M | $535M | 26 | 24 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $740M | $525M | 27 | 27 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $637M | $405M | 21 | 21 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $604M | $378M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $2.6B | 3.0% | $1.8B | 15.3% | 31 | 31 | 2 | 2 |