Allegheny Financial Group
- Regulatory AUM
- $5.6B
- Discretionary
- $5.5B
- Clients
- 3,971
- Avg AUM / client
- $1.4M
- Accounts
- 14,030
- Employees
- 103
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,583 | $803M | 14.4% |
| High net worth individuals | 1,337 | $4.5B | 80.4% |
| Pooled investment vehicles (non-investment companies) | 13 | $156M | 2.78% |
| Pension and profit sharing plans | 5 | $16.1M | 0.29% |
| Charitable organizations | 20 | $47.3M | 0.85% |
| Corporations and other businesses | 13 | $72.6M | 1.3% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $204M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Afg Investment Partners Ii Lp | Hedge Fund | Delaware | $48.2M | 4 |
| Afg Investment Partners Iv Lp | Hedge Fund | Delaware | $36.7M | 4 |
| Afg Investment Partners Lp | Hedge Fund | Delaware | $35.2M | 4 |
| Afg Growth Partners | Hedge Fund | Delaware | $30.3M | 4 |
| Afg Investment Partners Iii Lp | Hedge Fund | Delaware | $27.2M | 4 |
| Afg Activist Partners Lp | Hedge Fund | Delaware | $19.0M | 4 |
| Afg Sbl Ii | Private Equity Fund | Delaware | $3.0M | 3 |
| Afg Sbl | Private Equity Fund | Delaware | $2.4M | 3 |
| Afg Real Estate Opportunities Fund Lp | Real Estate Fund | Delaware | $2.1M | 4 |
| Afg Cct | Private Equity Fund | Delaware | $0 | 3 |
People (33)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Anthony Montileone | Director | Jun 1994 (32y) | 5% – 10% | |
| Rom Steven Hurst | Director | CFP | Jan 1998 (29y) | 5% – 10% |
| Jonathan A Kuhn | Director | CFP | Nov 1998 (28y) | 25% – 50% |
| Brandon James Haynes | Director/President | CFP | Apr 1999 (27y) | 25% – 50% |
| Schrauder, Jennifer, Susan | Director | Feb 2007 (20y) | 5% – 10% | |
| Ralph Samuel Boyd | Director | CFP | Nov 2007 (19y) | 5% – 10% |
| Darin Bryce Hawn | Director | CFP | Jun 2011 (15y) | 5% – 10% |
| David Michael Jeter | Director | CFP | Mar 2012 (14y) | 5% – 10% |
| Hawbaker, Stephen, Turner | Cco | Jan 2015 (12y) | Less than 5% | |
| Mark Angelo Manetti | Director | CFP | Jul 2015 (11y) | 5% – 10% |
| Nancy Dugan Mckee | Registered representative | CFP | May 2007 (19y) | |
| John Ryan Walczak | Registered representative | CFP | Mar 2013 (13y) | |
| Matthew Daniel Kelly | Registered representative | CFP | Mar 2013 (13y) | |
| Chris Patrick Wieder | Registered representative | CFP | Apr 2013 (13y) | |
| Wyatt Samuel Sten | Registered representative | CFP | Apr 2014 (12y) | |
| Ian Daniel Cerminara | Registered representative | CFP | Oct 2014 (12y) | |
| Katrina Louise Brown | Registered representative | CFP | Jul 2017 (9y) | |
| Eric J Matsko | Registered representative | CFP | Oct 2017 (9y) | |
| Mary Kate Tobin | Registered representative | CFP | Feb 2022 (4y) | |
| Courtney Ann Collins | Registered representative | CFP | Dec 2023 (3y) | |
| Benjamin Robert Grom | Registered representative | CFP | Jan 2024 (3y) | |
| Christopher Thomas Smith | Registered representative | CFP | Jan 2024 (3y) | |
| Maria Jeannette Koedel | Registered representative | CFP | Aug 2024 (2y) | |
| Joseph Charles Clark | Registered representative | CFA | Sep 2024 (2y) | |
| Cassidy Richardson | Registered representative | CFP | Dec 2024 (2y) | |
| Jason E Graper | Registered representative | CFP | Jan 2025 (2y) | |
| Joseph Adam Marstellar | Registered representative | Jan 2025 (2y) | ||
| Matthew Ryan Jaspert | Registered representative | CFP | Jan 2025 (2y) | |
| Matthew David Haller | Registered representative | CFP | Jan 2025 (2y) | |
| Terry Lee Knepp | Registered representative | CFP | Jan 2025 (2y) | |
| Michael Dykes | Registered representative | CFP | Jan 2025 (2y) | |
| Ariel Irene Elise Watson | Registered representative | CFP | Feb 2026 (0y) | |
| Caleb Robert David Boy | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $204M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Afg Investment Partners Ii Lp | Hedge Fund | $48.2M | $250K | 4 |
| Afg Investment Partners Iv Lp | Hedge Fund | $36.7M | $250K | 4 |
| Afg Investment Partners Lp | Hedge Fund | $35.2M | $250K | 4 |
| Afg Growth Partners | Hedge Fund | $30.3M | $250K | 4 |
| Afg Investment Partners Iii Lp | Hedge Fund | $27.2M | $250K | 4 |
| Afg Activist Partners Lp | Hedge Fund | $19.0M | $250K | 4 |
| Afg Sbl Ii | Private Equity Fund | $3.0M | $250K | 3 |
| Afg Sbl | Private Equity Fund | $2.4M | $250K | 3 |
| Afg Real Estate Opportunities Fund Lp | Real Estate Fund | $2.1M | $250K | 4 |
| Afg Cct | Private Equity Fund | $0 | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 3.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: REGISTERED REPRESENTATIVE SELLING AWAY Status: Final Summary: REGISTERED REPRESENTATIVE SELLING AWAY
Allegations: UNSUITABLE SALE OF VARIABLE ANNUITY Status: Final Summary: WITHOUT ADMITTING OR DENYING THE ALLEGATIONS ALLEGHENY SETTLED THIS MATTER BY MAKING A PAYMENT IN THE AMOUNT OF $75,000 TO PLAINTIFF'S ESTATE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $5.0B (90% of AUM) May 2026
- National Financial Services (Fidelity) $856M (19% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗