{"url":"https://nivawealth.com/firms/allegheny-financial-group-104690","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104690","regulatoryAum":5593591868,"crd":"104690","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7121484","suffix":null,"lastName":"Boy","firstName":"Caleb","middleName":"Robert  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The fee is billed in advance and is negotiable.","source":"2026 AFG PART 2A, filed 8 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Allegheny Financial Group use?","answer":"Allegheny Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $5.04B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allegheny Financial Group have?","answer":"Allegheny Financial Group has 28 investment adviser representatives registered with state securities authorities, out of 103 employees, and 28 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allegheny Financial Group invest in?","answer":"At the end of its last fiscal year, Allegheny Financial Group’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 5% exchange-traded equities. It advises 13 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Allegheny Financial Group?","answer":"Allegheny Financial Group’s direct owners are Rom Hurst, Brandon Haynes, Jonathan Kuhn, Ralph Boyd, Darin Hawn and David Jeter, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Allegheny Financial Group get paid?","answer":"Allegheny Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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