DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Fort Pitt Capital Group Inc

Former SEC-registered adviserPittsburgh, PennsylvaniaCRD 108361SEC 801-49761IAPD
Latest filing Mar 30, 2015
First filing on the tape Mar 1, 2012 · 9 filings
RAUM
$1.9B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
31
14 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.9B as of Mar 30, 2015
Mar 1, 2012$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)14 as of Mar 30, 2015
Mar 25, 20139 then
Employees (5.A)31 as of Mar 30, 2015
Mar 25, 201320 then
Private funds: no history
RAUM +24% over the last fiscal year+18% a year over threeIARs 12 to 14
Practice profile
derived from the filing of Mar 30, 2015; every figure names its basis
RAUM per advisor
$136MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$411,064derivedRAUM over accounts (5.F.2.f)
Discretionary
97%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.2derivedItem 5.A over advisors
Advisors per office
7.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+24%derivedbetween the last two annual amendments
Advisor growth, one year
+17%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, educational seminarsreportedItem 5.G
Financial planning clients
1,400reportedItem 5.H
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4,625reported
Financial planning clients
1,400reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Nmn Michael Blehar · Managing Director, Principal Financial Consultantcontrol
      since 08/1995 · owns 25% to 50%
    • Maylon Theodore Bovard · Chief Compliance Officer, Managing Director, Exec. Sec., Principal, Financial Consultantcontrol
      since 08/1995 · owns 25% to 50%
    • Adam Charles Smith · Director, Principal, Cio, Exec. Vp/Treasurercontrol
      since 07/1995 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    • Bonita Springs, FL
    What changed
    consecutive filings, newest first
    • Accounts · 2,758 to 4,625
      Aug 15, 2014 to Mar 30, 2015
    • Advisory employees · 12 to 14
      Aug 15, 2014 to Mar 30, 2015
    • Advisory activities · 5 to 6
      Aug 15, 2014 to Mar 30, 2015
    • Employees · 23 to 31
      Aug 15, 2014 to Mar 30, 2015
    • State-registered IARs · 12 to 14
      Aug 15, 2014 to Mar 30, 2015
    • Discretionary RAUM · $1.6B to $1.8B
      Aug 15, 2014 to Mar 30, 2015
    • Non-discretionary RAUM · $14.1M to $56.5M
      Aug 15, 2014 to Mar 30, 2015
    • RAUM · $1.6B to $1.9B
      Aug 15, 2014 to Mar 30, 2015
    • Accounts · 2,742 to 2,758
      Mar 20, 2014 to Aug 15, 2014
    • Discretionary RAUM · $1.5B to $1.6B
      Mar 20, 2014 to Aug 15, 2014
    • Non-discretionary RAUM · $10.1M to $14.1M
      Mar 20, 2014 to Aug 15, 2014
    • RAUM · $1.5B to $1.6B
      Mar 20, 2014 to Aug 15, 2014
    • Accounts · 2,551 to 2,742
      Nov 21, 2013 to Mar 20, 2014
    • Advisory employees · 9 to 12
      Nov 21, 2013 to Mar 20, 2014
    • Employees · 20 to 23
      Nov 21, 2013 to Mar 20, 2014
    • State-registered IARs · 9 to 12
      Nov 21, 2013 to Mar 20, 2014
    • Discretionary RAUM · $1.2B to $1.5B
      Nov 21, 2013 to Mar 20, 2014
    • Non-discretionary RAUM · $6.3M to $10.1M
      Nov 21, 2013 to Mar 20, 2014
    • RAUM · $1.2B to $1.5B
      Nov 21, 2013 to Mar 20, 2014
    • Accounts · 2,402 to 2,551
      May 17, 2012 to Mar 25, 2013
    • Advisory employees · unset to 9.0
      May 17, 2012 to Mar 25, 2013
    • BD registered reps · unset to 0.0
      May 17, 2012 to Mar 25, 2013
    • Employees · unset to 20.0
      May 17, 2012 to Mar 25, 2013
    • State-registered IARs · unset to 9.0
      May 17, 2012 to Mar 25, 2013
    • Discretionary RAUM · $1.1B to $1.2B
      May 17, 2012 to Mar 25, 2013
    • Non-discretionary RAUM · $3.9M to $6.3M
      May 17, 2012 to Mar 25, 2013
    • RAUM · $1.1B to $1.2B
      May 17, 2012 to Mar 25, 2013
    • Accounts · 2,463 to 2,402
      Apr 18, 2012 to May 17, 2012
    • Discretionary RAUM · $1.1B to $1.1B
      Apr 18, 2012 to May 17, 2012
    • RAUM · $1.1B to $1.1B
      Apr 18, 2012 to May 17, 2012
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026