Fragasso Financial Advisors Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 123255
· SEC file 801-77097
· Sewickley, PA
· www.sutherlandwealth.com
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ADV data as of Jul 08, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 2,205
- Avg AUM / client
- $1.3M
- Accounts
- 5,753
- Employees
- 35
AUM over time
$118M
$2.8B
Aug 24, 2012
Jul 8, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,315 | $469M | 16.6% |
| High net worth individuals | 758 | $2.3B | 79.7% |
| Pension and profit sharing plans | 83 | $43.0M | 1.52% |
| Charitable organizations | 36 | $56.7M | 2.0% |
| Corporations and other businesses | 13 | $6.6M | 0.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Clarion Healthcare System, Inc. Pension Plan Clarion Healthcare System, Inc. | 2024 | |
| Clarion Hospital 403(b) Plan Clarion Hospital | 2024 | |
| Allegheny Millwork 401(k) Plan Allegheny Millwork | 2024 | |
| Justiceworks Youthcare Inc 401(k) Profit Sharing Plan Justiceworks Youthcare, Inc. | 2024 | |
| Vista Metals, Inc. Profit Sharing Plan Vista Metals, Inc. | 2024 | |
| Keystone Clippers, Llc 401 K Plan Keystone Clippers, Llc | 2024 |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Ivano Fragasso | Chief Executive Officer | Jun 1996 (30y) | Less than 5% | |
| James Paul Danko | Chief Compliance Officer | Dec 2006 (20y) | Less than 5% | |
| Daniel James Dingus | President | CFP | Nov 2010 (16y) | Less than 5% |
| Erimias, Christine, Lucas | Chief Financial Officer And Chief Operating Officer | Nov 2014 (12y) | Less than 5% | |
| Robinette, Christine, Elizabeth | Executive Vice President | Nov 2018 (8y) | Less than 5% | |
| Fertig, Kathleen, Elaine | Trustee | Sep 2020 (6y) | GP / trustee / elected manager of Fragasso Family Irrevocable Trust Fbo Kathleen E Fertig (indirect) | |
| Fragasso, Vicki, L | Trustee | Sep 2020 (6y) | GP / trustee / elected manager of Fragasso Family Irrevocable Trust Fbo Vicki L Fragasso (indirect) | |
| Michael Edmund Fertig | Registered representative | Aug 1997 (29y) | ||
| Karen Lynn Lapina | Registered representative | Dec 2002 (24y) | ||
| Richard Joseph Alfera | Registered representative | Dec 2002 (24y) | ||
| Brian Alan Robinette | Registered representative | CFP | Feb 2003 (24y) | |
| Liliann Moser | Registered representative | Oct 2008 (18y) | ||
| Brianne Dorothy King | Registered representative | Nov 2010 (16y) | ||
| William Edward Wolfe | Registered representative | Nov 2010 (16y) | ||
| Brandon Xavier Schwan | Registered representative | May 2013 (13y) | ||
| Robert James Yelenovsky | Registered representative | Jan 2015 (12y) | ||
| Daniel Spiro Tatomir | Registered representative | Aug 2015 (11y) | ||
| Ted William Drost | Registered representative | CFP | Sep 2015 (11y) | |
| Michael Hall Godwin | Registered representative | Sep 2015 (11y) | ||
| Mallory Kate Labik | Registered representative | Oct 2016 (10y) | ||
| Bryan Michael Reft | Registered representative | Nov 2016 (10y) | ||
| Rachel Weaver | Registered representative | Nov 2016 (10y) | ||
| Andrew David Silver | Registered representative | Jul 2017 (9y) | ||
| Paul Mehno | Registered representative | Chartered Financial Consultant | Nov 2018 (8y) | |
| Serhiy Zayats | Registered representative | Jul 2021 (5y) | ||
| Nicholas R. Redshaw | Registered representative | Apr 2022 (4y) | ||
| Bernard Elwood Carter | Registered representative | CFP CFA | Jun 2025 (1y) | |
| Brent Rhudy Sutherland | Registered representative | CFP | Jun 2025 (1y) | |
| William Gregory Skidmore | Registered representative | Feb 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fragasso Financial Advisors, Inc. Employee Stock Ownership Trust | Employee Stock Ownership Plan Trust | May 2022 | A | 50% – 75% |
| Fragasso Family Irrevocable Trust Fbo Christine E Robinette | Owner | May 2022 | A | 10% – 25% |
| Fragasso Family Irrevocable Trust Fbo Kathleen E Fertig | Owner | May 2022 | A | 10% – 25% |
| Fragasso Family Irrevocable Trust Fbo Vicki L Fragasso | Owner | May 2022 | A | 10% – 25% |
Undisclosed: 0% – 20% 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 (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Clarion Healthcare System, Inc. Pension Plan | Clarion Healthcare System, Inc. | 346 | $16.7M | 01/01/2024 |
| Clarion Hospital 403(b) Plan | Clarion Hospital | 346 | $11.2M | 01/01/2024 |
| Allegheny Millwork 401(k) Plan | Allegheny Millwork | 253 | $16.1M | 01/01/2024 |
| Justiceworks Youthcare Inc 401(k) Profit Sharing Plan | Justiceworks Youthcare, Inc. | 344 | $7.3M | 01/01/2024 |
| Vista Metals, Inc. Profit Sharing Plan | Vista Metals, Inc. | 154 | $11.1M | 01/01/2024 |
| Keystone Clippers, Llc 401 K Plan | Keystone Clippers, Llc | 175 | $1.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.04 MB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $2.5B (90% of AUM) Jul 2026
- LPL Financial $1.0B (100% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗