Coury Firm Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 1 private fund.
Coury Firm Asset Management reports 252 clients. They include 117 high-net-worth individuals, 89 individual clients, and 20 corporations and other businesses. Of its assets, 83.3% ($1.1B across 717 accounts) are managed with discretion; $222M across 314 accounts are not. 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) | 35% | 3% |
| High-net-worth individuals | 46% | 52% |
| Pooled investment vehicles | <1% | 13% |
| Pension and profit-sharing plans | 7% | 13% |
| Charitable organizations | 3% | 2% |
| Other client typesCorporations and other businesses | 8% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $36.4M | 2.7% | $409K |
| High-net-worth individuals | 117 | $690M | 52.1% | $5.9M |
| Pooled investment vehicles | 2 | $167M | 12.6% | $83.7M |
| Pension and profit-sharing plans | 17 | $174M | 13.2% | $10.3M |
| Charitable organizations | 7 | $20.3M | 1.5% | $2.9M |
| Corporations and other businesses | 20 | $236M | 17.8% | $11.8M |
| Total | 252 | $1.32B | 100% | $5.26M |
- Clients
- 89
- Regulatory AUM
- $36.4M
- AUM share
- 2.7%
- Avg. per client
- $409K
- Clients
- 117
- Regulatory AUM
- $690M
- AUM share
- 52.1%
- Avg. per client
- $5.9M
- Clients
- 2
- Regulatory AUM
- $167M
- AUM share
- 12.6%
- Avg. per client
- $83.7M
- Clients
- 17
- Regulatory AUM
- $174M
- AUM share
- 13.2%
- Avg. per client
- $10.3M
- Clients
- 7
- Regulatory AUM
- $20.3M
- AUM share
- 1.5%
- Avg. per client
- $2.9M
- Clients
- 20
- Regulatory AUM
- $236M
- AUM share
- 17.8%
- Avg. per client
- $11.8M
Total
- Clients
- 252
- Regulatory AUM
- $1.32B
- AUM share
- 100%
- Avg. per client
- $5.26M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 101–250
Coury Firm Asset Management charges up to 2.00% a year for its Investment advisory services. The fee is billed in arrears, is negotiable and has a $30,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Clients
- Advisory fees for retirement plan clients are negotiated by the level, complexity and scope of services and deducted monthly in arrears.
- Wealth Planning and Coordination
- Wealth planning and coordination fees, separate from the advisory agreement, typically range from $60,000 to $250,000 or higher a year, billed quarterly in arrears.
The Coury Firm Holdings LP owns 75% or more of Coury Firm Asset Management and is in turn owned by The 4a Trust (25–50%) and GSC Holdings, Inc. (25–50%). Gregg Coury is CEO; the leadership team includes President Jeff Coury and Chief Compliance Officer Gregg Coury. It has 23 employees, 12 of them in advisory roles.
Leadership
- Gregg CouryChief Executive Officer
- Jeff CouryPresident
- Gregg CouryChief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Gregg S. Coury
- Paul David Coury
- James Dejaeger
- Trevor B Gulick-Stutz
- Craig William Montanye
- Daniel J Novakowski
- Christian Ordonez
- Cristian Alberto Rodriguez
- Benjamin Cline Sims
Staff
- 23 employees
- 12 in advisory functions
- 7 state-registered reps
- 4 insurance agents
- Owns 75% or more of Coury Firm Asset Management LLC
The Coury Firm Holdings LP
Control person · since July 2017
- Owns 25% to 50% of The Coury Firm Holdings LP
The 4a Trust
Control person · since March 2019
- Owns 25% to 50% of The Coury Firm Holdings LP
GSC Holdings, Inc.
Control person · since June 2018
TCF GP LLC
General partner · Control person · since July 2017
- Owns 50% to 75% of TCF GP LLC
The MC23 Trust
Control person · since July 2017
Coury Firm Asset Management’s regulatory assets grew from $897M (March 2021) to $1.32B (March 2026); clients rose from 216 to 252 and employees from 20 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.32B | 252 | 23 | 1 |
| March 2025 | $1.19B | 250 | 21 | 1 |
| March 2024 | $1.14B | 258 | 24 | 2 |
| March 2023 | $997M | 233 | 19 | 2 |
| April 2022 | $1.05B | 226 | 17 | 2 |
| March 2021 | $897M | 216 | 20 | 2 |
Besides its headquarters, Coury Firm Asset Management has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 260 Forbes Avenue, Suite 1600, PittsburghHQ
Other business names
Coury Firm Asset Management has reported 2 other business names to the SEC.
- P.i. Gateway
- The Coury Firm
Contact and registration details
- Legal name
- Coury Firm Asset Management LLC
- Headquarters
- 260 Forbes Avenue, Suite 1600, Pittsburgh, PA 15222
- Website
- couryfirm.com
- Phone
- 412-261-5744
- @couryfirm
- SEC file
- 801-112543
- Structure
- Delaware LLC
- Fiscal year end
- December
Coury Firm Asset Management uses Charles Schwab ($784M, 87%) and Fidelity ($115M, 13%) as custodians for its separately managed accounts. Coury Firm Asset Management has custody of $398M in client assets for 178 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $784M87%
- FidelityFidelity Institutional · Boston, MA · $115M13%
At year end, Coury Firm Asset Management’s separately managed accounts were mostly in funds (62%) and bonds (16%).
What the accounts hold
- Stocks14%
- Funds62%
- Registered funds34%
- Pooled vehicles28%
- Bonds16%
- State and local bonds8%
- Investment grade corporate bonds8%
- Cash1%
- Other7%
- Private investments7%
How many clients does Coury Firm Asset Management have?
Coury Firm Asset Management has 252 clients and manages $1.32 billion for them, as of March 2026. They include 117 high-net-worth individuals, 89 individual clients, and 20 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Coury Firm Asset Management offer?
Coury Firm Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Coury Firm Asset Management charge?
Coury Firm Asset Management charges up to 2.00% a year for its Investment advisory services. The fee is billed in arrears, is negotiable and has a $30,000 annual minimum.
Source: COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE, filed 31 March 2026
Which custodians does Coury Firm Asset Management use?
Coury Firm Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $784M and Fidelity Institutional (Boston, MA), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Coury Firm Asset Management have?
Coury Firm Asset Management has 7 investment adviser representatives registered with state securities authorities, out of 23 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 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 Coury Firm Asset Management invest in?
At the end of its last fiscal year, Coury Firm Asset Management’s separately managed accounts held 34% registered funds (mutual funds, ETFs, BDCs), 28% pooled vehicles (private funds and similar), 14% exchange-traded equities, 8% state and local bonds, 8% investment grade corporate bonds, 7% other and 1% cash and equivalents. The 7% other category is described as: Private Investments. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coury Firm Asset Management?
Coury Firm Asset Management is owned through a chain of holding companies by the MC23 Trust, the 4a Trust and GSC Holdings, Inc. Its direct owner is the Coury Firm Holdings LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Coury Firm Asset Management get paid?
Coury Firm Asset Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Coury Firm Asset Management registered with the SEC?
Yes, Coury Firm Asset Management has been registered with the SEC as an investment adviser since 2 March 2018. Its CRD number is 289145 and its SEC file number is 801-112543.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Coury Firm Asset Management?
Coury Firm Asset Management’s main office is at 260 Forbes Avenue, Suite 1600, Pittsburgh, PA 15222. Its phone number is 412-261-5744. Its website is couryfirm.com.