Guyasuta Investment Advisors, Incorporated
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 478
- Avg AUM / client
- $5.1M
- Accounts
- 1,389
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Investments (13F portfolio — 268 positions, $1,728,358,339)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL C | $105,635,149 | 368,246 | 6.11% | 4.33% |
| 2 | Microsoft Corp | COM | $95,996,764 | 259,332 | 5.55% | 3.94% |
| 3 | Berkshire Hathaway Inc Del | CL B NEW | $85,101,128 | 177,590 | 4.92% | 3.49% |
| 4 | Republic Svcs Inc | COM | $74,887,005 | 341,919 | 4.33% | 3.07% |
| 5 | Mastercard Incorporated | CL A | $74,224,073 | 148,549 | 4.29% | 3.05% |
| 6 | Te Connectivity Plc | ORD SHS | $60,533,238 | 289,605 | 3.5% | 2.48% |
| 7 | Thermo Fisher Scientific Inc | COM | $56,412,067 | 114,768 | 3.26% | 2.31% |
| 8 | Vistra Corp | COM | $54,888,880 | 365,123 | 3.18% | 2.25% |
| 9 | Chevron Corporation | COM | $54,310,443 | 262,496 | 3.14% | 2.23% |
| 10 | Pnc Finl Svcs Group Inc | COM | $52,619,668 | 252,870 | 3.04% | 2.16% |
| 11 | Linde Plc | SHS | $45,152,375 | 91,077 | 2.61% | 1.85% |
| 12 | Lowes Cos Inc | COM | $41,394,657 | 175,193 | 2.4% | 1.7% |
| 13 | Taiwan Semiconductor Manufac | SPONSORED ADS | $40,176,216 | 118,882 | 2.32% | 1.65% |
| 14 | Quanta Svcs Inc | COM | $39,312,585 | 71,605 | 2.27% | 1.61% |
| 15 | Applied Matls Inc | COM | $38,849,449 | 113,665 | 2.25% | 1.59% |
| 16 | Asml Hldg Nv | N Y REGISTRY SHS | $36,124,701 | 27,350 | 2.09% | 1.48% |
| 17 | Amazon Com Inc | COM | $34,372,465 | 165,038 | 1.99% | 1.41% |
| 18 | Mcdonalds Corp | COM | $32,976,956 | 106,107 | 1.91% | 1.35% |
| 19 | Wesco Intl Inc | COM | $30,451,444 | 111,291 | 1.76% | 1.25% |
| 20 | Becton Dickinson & Co | COM | $26,129,612 | 166,187 | 1.51% | 1.07% |
| 21 | Johnson & Johnson | COM | $25,267,274 | 103,368 | 1.46% | 1.04% |
| 22 | Apple Inc | COM | $23,125,537 | 91,121 | 1.34% | 0.95% |
| 23 | Nvidia Corporation | COM | $23,006,898 | 131,920 | 1.33% | 0.94% |
| 24 | Texas Instrs Inc | COM | $22,678,282 | 116,814 | 1.31% | 0.93% |
| 25 | Ferguson Enterprises Inc | COMMON STOCK NEW | $19,148,696 | 82,091 | 1.11% | 0.79% |
Top 25 of 268 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $143M | 5.87% |
| High net worth individuals | 310 | $2.1B | 84.4% |
| Pension and profit sharing plans | 5 | $75.7M | 3.11% |
| Charitable organizations | 14 | $120M | 4.93% |
| State or municipal government entities | 1 | $6.5M | 0.27% |
| Corporations and other businesses | 7 | $34.6M | 1.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Buchanan Ingersoll & Rooney Pc Retirement Savings Plan Buchanan Ingersoll & Rooney Pc | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Lewis Bartosh | Partner & Chief Compliance Officer | Nov 1999 (27y) | Less than 5% | |
| Henry Shaw Beukema | Chairman & Ceo | Aug 2006 (20y) | 10% – 25% | |
| Paul James Magovern | Partner | Aug 2007 (19y) | 10% – 25% | |
| Jeffrey Baton Todd | Partner | Mar 2015 (11y) | 10% – 25% | |
| Madison, Albert, Henry | Partner | Jan 2021 (6y) | 10% – 25% | |
| Foster, Nancy, Bradshaw | President | Jan 2024 (3y) | 5% – 10% | |
| Kimberli Jean Marino | Registered representative | Nov 2013 (13y) | ||
| Jimil Booker Wilson | Registered representative | Nov 2022 (4y) | ||
| Henry Warren Kincaid | Registered representative | Dec 2022 (4y) | ||
| Emily Harmon Weimer | Registered representative | Jan 2023 (4y) | ||
| Andrew Michael Sencindiver | Registered representative | Jun 2024 (2y) | ||
| Adam Walter Szymanski | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 55% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Buchanan Ingersoll & Rooney Pc Retirement Savings Plan | Buchanan Ingersoll & Rooney Pc | 793 | $484M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (89% of AUM) Feb 2026
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: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗