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.
SEC-registered adviser
The Coury Firm
Legal name Coury Firm Asset Management LLC
Latest filing Mar 31, 2026
First filing on the tape Jan 30, 2018 · 21 filings
SEC status approved since Mar 2, 2018
RAUM
$1.3B
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
55%
$727M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$147M
derived; firm RAUM over IAPD count
Employees
23
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
Mar 30, 2019$778M then
HNW client RAUM$690M as of Mar 31, 2026
Mar 30, 2019$360M then
State-registered IARs (5.B.3)7 as of Mar 31, 2026
Mar 30, 20199 then
Employees (5.A)23 as of Mar 31, 2026
Mar 30, 201916 then
Private funds1 as of Mar 31, 2026
Mar 30, 20191 then
RAUM +11% over the last fiscal year+9.9% a year over threeIARs 5 to 7
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $147MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.9MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.6derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +40%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $398M, 178 clientsreportedItem 9.A
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$690M52%
- Corporations and businesses$236M18%
- Pension and profit-sharing plans$174M13%
- Pooled investment vehicles$167M13%
- Individuals$36.4M2.7%
- Charitable organizations$20.3M1.5%
- Individual clients
- 89reported
- HNW clients
- 117reported
- Pension plan clients
- 17reported
- Charitable clients
- 7reported
- Accounts
- 1,031reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $398M for 178 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.55 fund_share=0.13 institutional_share=0.15 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Craig William Montanye | Pittsburgh, Pa | Jun 20, 2018 | 18 y | 4 |
| Gregg S. Coury | Pittsburgh, Pa | Jun 23, 2018 | 30 y | 2 |
| Paul David Coury | Pittsburgh, Pa | Jun 23, 2018 | 38 y | 2 |
| Daniel J Novakowski | Pittsburgh, Pa | Oct 31, 2018 | 32 y | 0 |
| Benjamin Cline Sims | Pittsburgh, Pa | Mar 14, 2024 | 16 y | 2 |
| Trevor B Gulick-Stutz | Pittsburgh, Pa | Nov 29, 2024 | 12 y | 1 |
| James Dejaeger | Pittsburgh, Pa | Feb 5, 2026 | 10 y | 2 |
| Christian Ordonez | Winthrop, Ma | Feb 5, 2026 | 10 y | 2 |
| Cristian Alberto Rodriguez | Pittsburgh, Pa | Aug 20, 2026 | 10 y | 0 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Craig Aaron Slaubaugh to EntrewealthJan 10, 2025 · RIA to RIA
- Robertino Santino Coury to Linepoint Partners & Co.Oct 14, 2024 · RIA to a newly registered adviser
- Anthony Shia Vargo to J.P. Morgan Securities LLCNov 7, 2019 · RIA to wirehouse
- Jonathan Dane to Defiant Capital GroupOct 9, 2019 · RIA to a state-registered adviser
- Kristin Marie Pearson to Invicta Advisors LLCOct 31, 2018 · RIA to a newly registered adviser
Joined, latest
- Christian Ordonez from Rockefeller Capital ManagementFeb 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- James Dejaeger from Innovia Wealth, LLCFeb 5, 2026 · RIA to RIA
- Trevor B Gulick-Stutz from Orion Portfolio Solutions, LLCNov 29, 2024 · Affiliated broker-dealer or bank to independent RIA
- Craig Aaron Slaubaugh from Waldron Private WealthJun 4, 2024 · RIA to RIA
- Benjamin Cline Sims from Goldman Sachs Wealth Services, L.P.Mar 14, 2024 · Affiliated broker-dealer or bank to independent RIA
- Kristin Marie Pearson from Coury Investment Advisors, Inc.Jun 25, 2018 · Other
- Anthony Shia Vargo from Coury Investment Advisors, Inc.Jun 23, 2018 · Other
- Robertino Santino Coury from Coury Investment Advisors, Inc.Jun 23, 2018 · Other
- Gregg S. Coury from Coury Investment Advisors, Inc.Jun 23, 2018 · Other
- Paul David Coury from Coury Investment Advisors, Inc.Jun 23, 2018 · Other
- Craig William Montanye from Coury Investment Advisors, Inc.Jun 20, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 6 joined from Coury Investment Advisors, Inc.Jun 26, 2018 · Pittsburgh, Pa · Firm absorbed
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P.I. Gateway Spc Ltd. | Hedge Fund | $167M | 73 | Mar 30, 2019 |
| Coury Tactical Trend LPno longer reported | Hedge Fund | $11.0M | 10 | Jan 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- S. Gregg Coury · Chief Executive Officercontrolsince 07/2017 · owns less than 5%
- Charles Jeff Coury · Presidentcontrolsince 01/2026 · owns less than 5%
- S Robertino Coury · President, Chief Investment Officercontrolsince 07/2017 · owns less than 5%
- S. Gregg Coury · Ownercontrolsince 07/2017 · owns 50% to 75% of Gsc Holdings, Inc.
- S. Gregg Coury · Trusteecontrolsince 04/2015 · owns F of The 35th Family Trust
- S. Gregg Coury · Trusteecontrolsince 02/2007 · owns F of The Mc23 Trust
- S. Gregg Coury · Managercontrolsince 07/2017 · owns F of Tcf Gp LLC
- C. Jeff Coury · Trusteecontrolsince 08/2012 · owns F of The 35th Family Trust
- C. Jeff Coury · Trusteecontrolsince 03/2019 · owns F of The 4a Trust
- C. Jeff Coury · Managercontrolsince 03/2019 · owns F of Tcf Gp LLC
- S Robertino Coury · Trusteecontrolsince 04/2015 · owns F of The 35th Family Trust
- S Robertino Coury · Managercontrolsince 03/2019 · owns F of Tcf Gp LLC
Entity owners
- The Coury Firm Holdings LP · Sole Memberdirect · owns 75% or more
- Gsc Holdings, Inc. · Limited Partnerindirect · owns 25% to 50% of The Coury Firm Holdings LP
- Tcf Gp LLC · General Partnerindirect · owns F of The Coury Firm Holdings LP
- The 35th Family Trust · Memberindirect · owns 25% to 50% of Tcf Gp LLC
- The 35th Family Trust · Limited Partnerindirect · owns 25% to 50% of The Coury Firm Holdings LP
- The 4a Trust · Memberindirect · owns 25% to 50% of Tcf Gp LLC
- The 4a Trust · Limited Partnerindirect · owns 25% to 50% of The Coury Firm Holdings LP
- The Mc23 Trust · Ownerindirect · owns 25% to 50% of Gsc Holdings, Inc.
- The Mc23 Trust · Memberindirect · owns 25% to 50% of Tcf Gp LLC
Related persons
Schedule D 7.A
- Coury Capital Management LLCbankpooled vehicle sponsorn
- The Coury Firm LLCreal estaten
Advisers that list The Coury Firm as a related person
- 332598 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pittsburgh, Pa · principal | 9 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA5 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026COURY, JEFF, CHARLES (PRESIDENT) appeared on Schedule A between the filings of 2020-03-28 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 31, 2026COURY, JEFF, C. (TRUSTEE) left Schedule A between the filings of 2020-03-28 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 31, 2026COURY, ROBERTINO, S (PRESIDENT, CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2020-03-28 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 1,007 to 1,031Aug 1, 2025 to Mar 31, 2026
- Advisory employees · 10 to 12Aug 1, 2025 to Mar 31, 2026
- Corporate clients · 17 to 20Aug 1, 2025 to Mar 31, 2026
- HNW clients · 120 to 117Aug 1, 2025 to Mar 31, 2026
- Individual clients · 86 to 89Aug 1, 2025 to Mar 31, 2026
- Pension plan clients · 18 to 17Aug 1, 2025 to Mar 31, 2026
- Assets in custody · $369M to $398MAug 1, 2025 to Mar 31, 2026
- Employees · 21 to 23Aug 1, 2025 to Mar 31, 2026
- State-registered IARs · 5 to 7Aug 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $978M to $1.1BAug 1, 2025 to Mar 31, 2026
- HNW RAUM · $665M to $690MAug 1, 2025 to Mar 31, 2026
- Individual RAUM · $38.9M to $36.4MAug 1, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $211M to $222MAug 1, 2025 to Mar 31, 2026
- Pension RAUM · $153M to $174MAug 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $72.7M to $167MAug 1, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.3BAug 1, 2025 to Mar 31, 2026
- Accounts · 866 to 1,007Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 14 to 10Mar 29, 2024 to Mar 31, 2025
- Charity clients · 8 to 7Mar 29, 2024 to Mar 31, 2025
- Corporate clients · 27 to 17Mar 29, 2024 to Mar 31, 2025
- HNW clients · 117 to 120Mar 29, 2024 to Mar 31, 2025
- Individual clients · 83 to 86Mar 29, 2024 to Mar 31, 2025
- Pension plan clients · 21 to 18Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $315M to $369MMar 29, 2024 to Mar 31, 2025
- Employees · 24 to 21Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · 101-250 to 101-250Mar 29, 2024 to Mar 31, 2025
- State-registered IARs · 7 to 5Mar 29, 2024 to Mar 31, 2025
- Other offices · 1 to 0Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $810M to $978MMar 29, 2024 to Mar 31, 2025
- HNW RAUM · $572M to $665MMar 29, 2024 to Mar 31, 2025
- Individual RAUM · $31.2M to $38.9MMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $332M to $211MMar 29, 2024 to Mar 31, 2025
- Pension RAUM · $140M to $153MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $89.4M to $72.7MMar 29, 2024 to Mar 31, 2025
- RAUM · $1.1B to $1.2BMar 29, 2024 to Mar 31, 2025
- Accounts · 780 to 866Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 13 to 14Mar 31, 2023 to Mar 29, 2024
- Corporate clients · 20 to 27Mar 31, 2023 to Mar 29, 2024
- HNW clients · 113 to 117Mar 31, 2023 to Mar 29, 2024
- Individual clients · 72 to 83Mar 31, 2023 to Mar 29, 2024
Signals
5 dated events
- Craig Aaron Slaubaugh left The Coury Firm for Entrewealth (registered 2026-07-26)Jan 10, 2025 · Advisor changed firm · fact
- Robertino Santino Coury left The Coury Firm for Linepoint Partners & Co. (registered 2025-01-03)Oct 14, 2024 · Advisor changed firm · fact
- Vassili George Philippopoulos (Chief Compliance Officer) no longer on Schedule A of The Coury Firm (listed 2019-03-30, absent 2019-11-25)Nov 25, 2019 · Control person left · inference
- The Coury Firm reported RAUM $765.0M, up 48% from $518.0M (2018-06-25 to 2018-11-15)Nov 15, 2018 · RAUM change · derived
- Coury Asset Management filed its initial SEC registration (Form ADV)Jan 30, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/couryfirmreportedpublic record, Form ADV, Sep 17, 2026
- Website
- pigatewayco.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 412-261-5744reportedpublic record, Form ADV, Mar 31, 2026
- Team page
- pigatewayco.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $147Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026