{"url":"https://nivawealth.com/firms/coury-firm-asset-management-289145","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289145","regulatoryAum":1324806135,"crd":"289145","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2792073","suffix":null,"lastName":"COURY","firstName":"GREGG","middleName":"S."},{"crd":"1823579","suffix":null,"lastName":"COURY","firstName":"PAUL","middleName":"DAVID"},{"crd":"6893590","suffix":null,"lastName":"DEJAEGER","firstName":"JAMES","middleName":null},{"crd":"6206229","suffix":null,"lastName":"GULICK-STUTZ","firstName":"TREVOR","middleName":"B"},{"crd":"5406174","suffix":null,"lastName":"MONTANYE","firstName":"CRAIG","middleName":"WILLIAM"},{"crd":"2197494","suffix":null,"lastName":"NOVAKOWSKI","firstName":"DANIEL","middleName":"J"},{"crd":"7256480","suffix":null,"lastName":"ORDONEZ","firstName":"CHRISTIAN","middleName":null},{"crd":"7629473","suffix":null,"lastName":"Rodriguez","firstName":"Cristian","middleName":"Alberto"},{"crd":"5781015","suffix":null,"lastName":"SIMS","firstName":"BENJAMIN","middleName":"CLINE"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":896716031,"clients":216,"employees":20,"offices":2},{"filedOn":"2022-04-22","regulatoryAum":1048385969,"clients":226,"employees":17,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":997019611,"clients":233,"employees":19,"offices":2},{"filedOn":"2024-03-29","regulatoryAum":1141821346,"clients":258,"employees":24,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":1189533934,"clients":250,"employees":21,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":1324806135,"clients":252,"employees":23,"offices":1}],"secFileNumber":"801-112543","legalName":"Coury Firm Asset Management LLC","displayName":"Coury Firm Asset Management","slug":"coury-firm-asset-management-289145","website":"https://couryfirm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/couryfirm","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"260 Forbes Avenue, Suite 1600","city":"Pittsburgh","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"15222"},"tradeNames":["P.i. Gateway","The Coury Firm"],"registration":{"secApproved":"2 March 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3527105.9126213593,"staff":{"employees":23,"advisory":12,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":1324806135,"discretionary":1103224964,"discretionaryAccounts":717,"nonDiscretionary":221581171,"nonDiscretionaryAccounts":314,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":89,"regulatoryAum":36416835},{"label":"High-net-worth individuals","clients":117,"regulatoryAum":690166983},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":167426781},{"label":"Pension and profit-sharing plans","clients":17,"regulatoryAum":174386864},{"label":"Charitable organizations","clients":7,"regulatoryAum":20293991},{"label":"Corporations and other businesses","clients":20,"regulatoryAum":236114681}],"feePrograms":[{"role":"main","program":"Investment advisory services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038527","versionId":1038527,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":30000},{"role":"other","program":"Retirement Plan Clients","summary":"Advisory fees for retirement plan clients are negotiated by the level, complexity and scope of services and deducted monthly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038527","versionId":1038527,"submittedOn":"2026-03-31","documentName":"COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE"},{"role":"other","program":"Wealth Planning and Coordination","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038527","versionId":1038527,"submittedOn":"2026-03-31","documentName":"COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:19:47.927011+00:00","documents":[{"name":"COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038527","versionId":1038527,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":784061693},{"name":"Fidelity Institutional","shortName":"Fidelity","location":"Boston, MA","smaAssets":114812538}],"custodyNote":"Coury Firm Asset Management has custody of $398M in client assets for 178 clients.","leadership":[{"name":"Gregg Coury","title":"Chief Executive Officer","crd":"2792073"},{"name":"Jeff Coury","title":"President","crd":"6516815"},{"name":"Gregg Coury","title":"Chief Compliance Officer","crd":"2792073"}],"ownership":[{"label":"The Coury Firm Holdings LP","detail":"Sole member in the 75% or more ownership band and a control person, since July 2017."},{"label":"TCF GP LLC","detail":"Indirect owner: general partner of The Coury Firm Holdings LP and a control person, since July 2017.","parent":"The Coury Firm Holdings LP"},{"label":"The MC23 Trust","detail":"Indirect owner: a member of TCF GP LLC in the 50% to 75% band and a control person, since July 2017. Also a owner of GSC Holdings, Inc. in the 75% or more band and a control person, since July 2017.","parent":"TCF GP LLC"},{"label":"The 4a Trust","detail":"Indirect owner: a limited partner of The Coury Firm Holdings LP in the 25% to 50% band and a control person, since March 2019. Also a member of TCF GP LLC in the 50% to 75% band and a control person, since March 2019.","parent":"The Coury Firm Holdings LP"},{"label":"GSC Holdings, Inc.","detail":"Indirect owner: a limited partner of The Coury Firm Holdings LP in the 25% to 50% band and a control person, since June 2018.","parent":"The Coury Firm Holdings LP"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"260 Forbes Avenue, Suite 1600","city":"Pittsburgh","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"412-261-5744","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. state and local bonds","percent":8},{"label":"Investment grade corporate bonds","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":28},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":7,"detail":"Private Investments"}],"privateFunds":1},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289145/PDF/289145.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038527","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Coury Firm Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Coury Firm Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Coury Firm Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Coury Firm Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Coury Firm Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Coury Firm Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Coury Firm Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Coury Firm Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Coury Firm Asset Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Coury Firm Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}