Guyasuta Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Guyasuta Investment Advisors reports 478 clients. They include 310 high-net-worth individuals, 141 individual clients and 14 charitable organizations. Of its assets, 100.0% ($2.44B across 1,389 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 6% |
| High-net-worth individuals | 65% | 84% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | 3% | 5% |
| State or municipal government entities | <1% | <1% |
| Other client typesCorporations and other businesses | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 141 | $143M | 5.9% | $1.01M |
| High-net-worth individuals | 310 | $2.06B | 84.4% | $6.64M |
| Pension and profit-sharing plans | 5 | $75.7M | 3.1% | $15.1M |
| Charitable organizations | 14 | $120M | 4.9% | $8.58M |
| State or municipal government entities | 1 | $6.52M | 0.3% | $6.52M |
| Corporations and other businesses | 7 | $34.6M | 1.4% | $4.94M |
| Total | 478 | $2.44B | 100% | $5.1M |
- Clients
- 141
- Regulatory AUM
- $143M
- AUM share
- 5.9%
- Avg. per client
- $1.01M
- Clients
- 310
- Regulatory AUM
- $2.06B
- AUM share
- 84.4%
- Avg. per client
- $6.64M
- Clients
- 5
- Regulatory AUM
- $75.7M
- AUM share
- 3.1%
- Avg. per client
- $15.1M
- Clients
- 14
- Regulatory AUM
- $120M
- AUM share
- 4.9%
- Avg. per client
- $8.58M
- Clients
- 1
- Regulatory AUM
- $6.52M
- AUM share
- 0.3%
- Avg. per client
- $6.52M
- Clients
- 7
- Regulatory AUM
- $34.6M
- AUM share
- 1.4%
- Avg. per client
- $4.94M
Total
- Clients
- 478
- Regulatory AUM
- $2.44B
- AUM share
- 100%
- Avg. per client
- $5.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Guyasuta Investment Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 100% Equity Accounts Starting Fee
- Starting-point annual fee for 100% equity accounts: 1.00% on the first $2 million, 0.80% from $2 to $4 million, 0.65% from $4 to $7 million, 0.50% from $7 to $10 million and 0.35% over $10 million, negotiable.
- 100% Fixed-Income Accounts Starting Fee
- Starting-point annual fee for 100% fixed-income accounts: 0.60% on the first $2 million, 0.50% from $2 to $4 million, 0.40% from $4 to $7 million, 0.30% from $7 to $10 million and 0.20% over $10 million, negotiable.
Henry Beukema owns 25% to 50% of Guyasuta Investment Advisors. The leadership team of Guyasuta Investment Advisors includes Chief Compliance Officer Ronald Bartosh. It has 13 employees, 8 of them in advisory roles.
Leadership
- Ronald BartoshPartner & Chief Compliance Officer
- Henry BeukemaChairman & CEO
- Paul MagovernPartner
- Jeffrey ToddPartner
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Ronald Lewis Bartosh JR
- Henry Shaw Beukema
- Henry Warren Kincaid
- Paul James Magovern
- Kimberli Jean Marino
- Andrew Michael Sencindiver
- Adam Walter Szymanski
- Jeffrey Baton Todd
- Sarah Elizabeth Veverka
- Emily Harmon Weimer
- Jimil Booker Wilson
Staff
- 13 employees
- 8 in advisory functions
- 10 state-registered reps
- Owns 25% to 50% of Guyasuta Investment Advisors, Incorporated
Henry Beukema
Control person · since January 2026
- Owns 25% to 50% of Guyasuta Investment Advisors, Incorporated
Paul Magovern
Control person · since January 2026
- Owns 25% to 50% of Guyasuta Investment Advisors, Incorporated
Jeffrey Todd
Control person · since January 2026
- Owns 5% to 10% of Guyasuta Investment Advisors, Incorporated
Ronald Bartosh
Control person · since January 2025
Guyasuta Investment Advisors’ regulatory assets grew from $1.63B (February 2021) to $2.44B (February 2026); clients rose from 387 to 478 and employees were 13 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $2.44B | 478 | 13 | 1 |
| February 2025 | $2.35B | 458 | 15 | 1 |
| February 2024 | $2.09B | 469 | 17 | 2 |
| April 2023 | $1.86B | 432 | 15 | 2 |
| January 2022 | $1.99B | 407 | 11 | 2 |
| February 2021 | $1.63B | 387 | 13 | 2 |
Besides its headquarters, Guyasuta Investment Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 285 Kappa Drive, Suite 220, PittsburghHQ
Contact and registration details
- Legal name
- Guyasuta Investment Advisors, Incorporated
- Headquarters
- 285 Kappa Drive, Suite 220, Pittsburgh, PA 15238
- Website
- guyasuta.com
- Phone
- 412-447-4560
- SEC file
- 801-47201
- Founded
- 1983
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Guyasuta Investment Advisors uses Charles Schwab ($2.17B) as custodian for its separately managed accounts. Guyasuta Investment Advisors has custody of $1.53B in client assets for 423 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.17B100%
At year end, Guyasuta Investment Advisors’ separately managed accounts were mostly in stocks (75%) and bonds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.94B across 276 positions; the largest are Alphabet Inc. (6.5%), Microsoft Corp. (5.0%) and Berkshire Hathaway Inc. Del (4.6%).
What the accounts hold
- Stocks75%
- Bonds16%
- State and local bonds7%
- Investment grade corporate bonds5%
- U.S. government and agency bonds4%
- Cash9%
Reported 13F holdings
- $1.94B
- Reported 13F value
- 276
- Positions
- 40.3%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL C6.5%
- Microsoft Corp.5.0%
- Berkshire Hathaway Inc. Del · CL B New4.6%
- Applied Matls Inc.4.1%
- Mastercard Incorporated · CL A4.0%
- Republic Svcs Inc.3.8%
- PNC Finl Svcs Group Inc.3.2%
- TE Connectivity PLC3.0%
- Thermo Fisher Scientific Inc.3.0%
- Vistra Corp.3.0%
Together, the ten largest are 40.3% of reported value.
How many clients does Guyasuta Investment Advisors have?
Guyasuta Investment Advisors has 478 clients and manages $2.44 billion for them, as of February 2026. They include 310 high-net-worth individuals, 141 individual clients and 14 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026
What services does Guyasuta Investment Advisors offer?
Guyasuta Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Guyasuta Investment Advisors use?
Guyasuta Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.17B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 February 2026
How many financial advisors does Guyasuta Investment Advisors have?
Guyasuta Investment Advisors has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Guyasuta Investment Advisors invest in?
At the end of its last fiscal year, Guyasuta Investment Advisors’ separately managed accounts held 75% exchange-traded equities, 9% cash and equivalents, 7% state and local bonds, 5% investment grade corporate bonds and 4% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Guyasuta Investment Advisors?
Guyasuta Investment Advisors’ direct owners are Ronald Bartosh, Henry Beukema, Paul Magovern and Jeffrey Todd, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 4 February 2026
How does Guyasuta Investment Advisors get paid?
Guyasuta Investment Advisors is paid through a percentage of assets under management and fixed fees. 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 Guyasuta Investment Advisors registered with the SEC?
Yes, Guyasuta Investment Advisors has been registered with the SEC as an investment adviser since 19 August 1994. Its CRD number is 108400 and its SEC file number is 801-47201.
Source: Form ADV Part 1A, Item 1, filed 4 February 2026; IAPD firm record
How do I contact Guyasuta Investment Advisors?
Guyasuta Investment Advisors’ main office is at 285 Kappa Drive, Suite 220, Pittsburgh, PA 15238. Its phone number is 412-447-4560. Its website is guyasuta.com.