Cookson Peirce & Co provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, estate planning, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
Cookson Peirce & Co reports 1,648 clients. They include 1,414 individual clients, 130 high-net-worth individuals, and 54 pension and profit-sharing plans. Of its assets, 100.0% ($2.56B across 2,505 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $13.6M. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 57% |
| High-net-worth individuals | 8% | 27% |
| Investment companies | <1% | 5% |
| Pension and profit-sharing plans | 3% | 3% |
| Charitable organizations | 1% | 4% |
| Other client typesState or municipal government entities; Corporations and other businesses | 2% | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,414 | $1.46B | 57.3% | $1.03M |
| High-net-worth individuals | 130 | $694M | 27.1% | $5.34M |
| Investment companies | 1 | $116M | 4.5% | $116M |
| Pension and profit-sharing plans | 54 | $65.3M | 2.6% | $1.21M |
| Charitable organizations | 23 | $106M | 4.1% | $4.6M |
| State or municipal government entities | Fewer than 5 | $3.46M | 0.1% | — |
| Corporations and other businesses | 26 | $108M | 4.2% | $4.16M |
| Total | 1,648 | $2.56B | 100% | — |
- Clients
- 1,414
- Regulatory AUM
- $1.46B
- AUM share
- 57.3%
- Avg. per client
- $1.03M
- Clients
- 130
- Regulatory AUM
- $694M
- AUM share
- 27.1%
- Avg. per client
- $5.34M
- Clients
- 1
- Regulatory AUM
- $116M
- AUM share
- 4.5%
- Avg. per client
- $116M
- Clients
- 54
- Regulatory AUM
- $65.3M
- AUM share
- 2.6%
- Avg. per client
- $1.21M
- Clients
- 23
- Regulatory AUM
- $106M
- AUM share
- 4.1%
- Avg. per client
- $4.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.46M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 26
- Regulatory AUM
- $108M
- AUM share
- 4.2%
- Avg. per client
- $4.16M
Total
- Clients
- 1,648
- Regulatory AUM
- $2.56B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Cookson Peirce & Co charges 0.50%–1.00% a year for its Private clients. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.70% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- InvestStronger
- Automated portfolios: 0.40% on all assets in the portfolio, with a $5,000 minimum account.
- Other asset class schedule
- Non-equity asset classes: 0.6% on the first $1 million, 0.5% on the next $1 million and 0.4% above $2 million.
The leadership team of Cookson Peirce & Co includes President Cory Krebs, Chief Investment Officer Luke Oneill and Chief Compliance Officer Robin Miller. It has 29 employees, 18 of them in advisory roles.
Leadership
- Cory KrebsCEO/President
- Robin MillerChief Compliance Officer/Chief Finance Officer
- Christian BrownDirector of Instutional Group
- Daniel MeyersWealth Director
- Luke OneillChief Investment Officer
- Janelle WoodsWealth Director
- Bruce MillerCo Chairman
- Daniel HendersonCo Chairman
Investment adviser representatives
23 representatives listed in the SEC register as of 9 October 2026.
- Joshua Christopher Beas
- Edward Beighey
- Heath Austin Black
- Christian Matthew Brown
- Aaron Christopher Gates
- Daniel Scott Henderson
- Jacob Imling
- Timothy Douglass Johns
- Cory Scott Krebs
- Gregory Michael Liro
- Daniel James Meyers
- Bruce Wilson Miller
- Thomas R. Oakley
- Luke Oneill
- Scott Bryan Oros
- Christian James Papazian
- Preston James Ptak
- Siegfried Luke Saftner
- Cory Allen Sweitzer
- Sean David Volk
- Nicole Leah White
- Beth Ann Williams
- Janelle Marie Woods
Staff
- 29 employees
- 18 in advisory functions
- 18 state-registered reps
- 1 broker-dealer rep
- Owns 10% to 25% of Cookson Peirce & Co Inc
Bruce Miller
Control person · since January 2025
- Owns 10% to 25% of Cookson Peirce & Co Inc
Daniel Henderson
Control person · since January 2024
- Owns 10% to 25% of Cookson Peirce & Co Inc
Cory Krebs
Control person · since January 2014
- Owns 10% to 25% of Cookson Peirce & Co Inc
Daniel Meyers
Control person · since January 2026
- Owns 10% to 25% of Cookson Peirce & Co Inc
Christian Brown
Control person · since January 2018
- Owns 10% to 25% of Cookson Peirce & Co Inc
Janelle Woods
Control person · since January 2026
- Owns 10% to 25% of Cookson Peirce & Co Inc
Luke Oneill
Control person · since June 2025
Cookson Peirce & Co’s regulatory assets grew from $1.73B (March 2021) to $2.56B (September 2026); clients rose from 622 to 1,648 and employees from 19 to 29.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.56B | 1,648 | 29 | 4 |
| March 2025 | $2.32B | 1,241 | 26 | 4 |
| March 2024 | $1.92B | 920 | 24 | 3 |
| June 2023 | $1.81B | 2,207 | 25 | 3 |
| March 2022 | $2.26B | 813 | 19 | 3 |
| March 2021 | $1.73B | 622 | 19 | 3 |
Besides its headquarters, Cookson Peirce & Co has 3 offices, with 4 listed addresses across 4 states.
Florida · 1 listed address
- 1020 8th Avenue S, Naples
Ohio · 1 listed address
- 3560 W. Market Street, Fairlawn
Pennsylvania · 1 listed address
- 530 William Penn Place, PittsburghHQ
South Carolina · 1 listed address
- 130 S. Main Street, Greenville
Contact and registration details
- Legal name
- Cookson Peirce & Co Inc
- Headquarters
- 530 William Penn Place, Pittsburgh, PA 15219
- Website
- cooksonpeirce.com
- Phone
- 412-471-5320
- SEC file
- 801-21341
- Founded
- 1984
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Cookson Peirce & Co uses Charles Schwab ($2.34B, 97%) and Fidelity ($78M, 3%) as custodians for its separately managed accounts. Cookson Peirce & Co does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.34B97%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $78M3%
At year end, Cookson Peirce & Co’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.04B across 317 positions; the largest are Corning Inc. (7.4%), Taiwan Semiconductor Manufac (7.1%) and Amphenol Corp. (5.4%).
What the accounts hold
- Stocks95%
- Funds4%
- Cash1%
Reported 13F holdings
- $3.04B
- Reported 13F value
- 317
- Positions
- 39.9%
- In the 10 largest
- +28.5%
- Value vs. prior quarter
- Corning Inc.7.4%
- Taiwan Semiconductor Manufac · Sponsored ADS7.1%
- Amphenol Corp. · CL A5.4%
- Alphabet Inc. · Cap Stk CL A5.0%
- Flex Ltd4.7%
- Micron Technology Inc.2.5%
- Sterling Infrastructure Inc.2.4%
- Hsbc Hldgs PLC · Spon ADR New1.9%
- Ralph Lauren Corp. · CL A1.8%
- Cardinal Health Inc.1.8%
Together, the ten largest are 39.9% of reported value.
How many clients does Cookson Peirce & Co have?
Cookson Peirce & Co has 1,648 clients and manages $2.56 billion for them, as of September 2026. They include 1,414 individual clients, 130 high-net-worth individuals, and 54 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Cookson Peirce & Co offer?
Cookson Peirce & Co provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cookson Peirce & Co charge?
Cookson Peirce & Co charges 0.50%–1.00% a year for its Private clients. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Cookson Peirce & Co use?
Cookson Peirce & Co’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.34B and Fidelity Distributors Company LLC (Smithfield, RI), with $78M. 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 September 2026
How many financial advisors does Cookson Peirce & Co have?
Cookson Peirce & Co has 18 investment adviser representatives registered with state securities authorities, out of 29 employees, and 18 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 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
What does Cookson Peirce & Co invest in?
At the end of its last fiscal year, Cookson Peirce & Co’s separately managed accounts held 95% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cookson Peirce & Co?
Cookson Peirce & Co’s direct owners are Bruce Miller, Daniel Henderson, Cory Krebs, Daniel Meyers, Christian Brown, Janelle Woods and Luke Oneill, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Cookson Peirce & Co get paid?
Cookson Peirce & Co is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Cookson Peirce & Co registered with the SEC?
Yes, Cookson Peirce & Co has been registered with the SEC as an investment adviser since 23 May 1984. Its CRD number is 110729 and its SEC file number is 801-21341.
Source: Form ADV Part 1A, Item 1, filed 24 September 2026; IAPD firm record
How do I contact Cookson Peirce & Co?
Cookson Peirce & Co’s main office is at 530 William Penn Place, Pittsburgh, PA 15219. Its phone number is 412-471-5320. Its website is cooksonpeirce.com.