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THE COURY FIRM
COURY FIRM ASSET MANAGEMENT LLC
CRD 289145 · SEC 801-112543
260 FORBES AVENUE, SUITE 1600, PITTSBURGH, PA, 15222, United States
Phone
412-261-5744
Fax
412-261-2759
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$1.10B
Team
23 total employees; 12 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersADVICE ON MATTERS NOT INVOLVING SECURITIES. SEE PART 1 SECTION 6.B.(3)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $36.4M |
| High net worth individuals | 117 | $690.2M |
| Pooled investment vehicles | 2 | $167.4M |
| Pension/profit sharing plans | 17 | $174.4M |
| Charitable organizations | 7 | $20.3M |
| Corporations/business entities | 20 | $236.1M |
States served
CA, DE, PA, WV, FL
All web addresses on file
Official SEC filing: View on IAPD