The Coury Firm

CRD#289145
Investment Advisor Firm

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Overview

The Coury Firm is located at 260 Forbes Avenue, Pittsburgh, PA. The firm employs 14 financial advisors to manage client portfolios and provide financial guidance. The Coury Firm is not a registered broker-dealer.

The Coury Firm oversees $1.1 billion in assets under management across 866 accounts, of which 568 are discretionary and 298 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at The Coury Firm includes asset-based, fixed, and performance-based fees. The firm has 117 high net worth clients and maintains affiliations with an insurance company or agency and a commodity pool advisor.

The Coury Firm is registered in the states of California, Delaware, Florida, Pennsylvania, and West Virginia.

Assets Under Management

$1.1 billion

Number of Advisors

14

Disclosures

No

Office Location

260 Forbes Avenue
Pittsburgh, PA 15222

The Coury Firm by the Numbers

Total Assets Under Management

$1.1 billion

National Average: $8.6 billion
Total Number of Employees

24

National Average: 64
Total Number of Accounts

866

National Average: 375,227
Average Account Size

$1.3 million

National Average: $23.0 thousand
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Products and Services

The Coury Firm offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. In the past financial year, The Coury Firm provided 101-250 of its clients with financial planning services. The Firm is engaged in selling products or offering services different than investment advisory services to its clients.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial management largely vary depending on the services provided. Fees billed by The Coury Firm likely include any blend of the following fee types: asset-based, fixed, or performance-based.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm works with a broad range of investors. The firm provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. Out of its 6 clients, The Coury Firm's largest client group by number of accounts is high net worth investors, although it also serves 117 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

Created with Highcharts 6.0.7
  • High-Net-Worth Individuals* - 45.35%
  • Other Individuals - 32.17%
  • Corporations - 19.38%
  • Charitable Organizations - 3.1%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

The Coury Firm does not have any disclosures.

Please visit its Form ADV for more details.

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Created with Highcharts 6.0.7
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Financial Advisors at The Coury Firm

Craig Montanye
Pittsburgh, PA
Santino Coury
Pittsburgh, PA
Robertino Coury
Los Angeles, CA
Benjamin Sims
Pittsburgh, PA
Craig Slaubaugh
Pittsburgh, PA
Gregg Coury
Pittsburgh, PA
Daniel Novakowski
Pittsburgh, PA
Paul Coury
Pittsburgh, PA

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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