Allegheny Investments
- Regulatory AUM
- $742M
- Discretionary
- $739M
- Clients
- 1,427
- Avg AUM / client
- $520K
- Accounts
- 3,261
- Employees
- 21
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) | 1,185 | $276M | 37.2% |
| High net worth individuals | 175 | $367M | 49.5% |
| Pension and profit sharing plans | 12 | $21.3M | 2.87% |
| Charitable organizations | 55 | $71.4M | 9.62% |
| Corporations and other businesses | Fewer than 5 clients | $6.0M | 0.81% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rom Steven Hurst | Srop/Crop | CFP | Mar 2004 (22y) | 5% – 10% |
| Brandon James Haynes | Director/ Coo/ Finop | CFP | Feb 2007 (20y) | 25% – 50% |
| Jonathan A Kuhn | Director/ President/ Ceo | CFP | Feb 2007 (20y) | 25% – 50% |
| Schrauder, Jennifer, Susan | Director | Feb 2007 (20y) | 5% – 10% | |
| Michael Anthony Montileone | Director | Nov 2007 (19y) | 5% – 10% | |
| Ralph Samuel Boyd | Director | CFP | Nov 2007 (19y) | 5% – 10% |
| Darin Bryce Hawn | Director | CFP | Jun 2011 (15y) | 5% – 10% |
| Kutlenios, Stephen Francis | Director | Jul 2013 (13y) | 5% – 10% | |
| Hawbaker, Stephen, Turner | Cco | Jan 2015 (12y) | Less than 5% | |
| Mark Angelo Manetti | Director | CFP | Jul 2015 (11y) | Less than 5% |
| David Michael Jeter | Director | CFP | Jul 2017 (9y) | 5% – 10% |
| James Franklin Alexander | Registered representative | CFP Personal Financial Specialist | Oct 2001 (25y) | |
| Rhylie Ann Rearick Ochs | Registered representative | CFP | Mar 2007 (19y) | |
| Britt Richard Campbell | Registered representative | CFP | Mar 2007 (19y) | |
| David George Faith | Registered representative | CFP | Mar 2007 (19y) | |
| Joseph Frederick Hoover | Registered representative | Jan 2008 (19y) | ||
| Donald Andrew Imler | Registered representative | Jan 2008 (19y) | ||
| David Hugh Rearick | Registered representative | Apr 2008 (18y) | ||
| Virginia Louise O'donnell | Registered representative | Apr 2008 (18y) | ||
| Jason Michael Bolen | Registered representative | CFP | Jan 2017 (10y) | |
| Bryan David Hoover | Registered representative | CFP | Mar 2017 (9y) | |
| Jason D Bendik | Registered representative | Nov 2018 (8y) | ||
| Douglas Otto Rudnik | Registered representative | Jul 2020 (6y) | ||
| Robert Alan Spicher | Registered representative | Jan 2021 (6y) | ||
| Sean Joseph Hoover | Registered representative | Nov 2024 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: UNSUITABLE SALE OF VARIABLE ANNUITY. Status: Final Summary: THIS ITEM WAS SUBMITTED IN ERROR AND IS NOT REPORTABLE ON FORM BD AS IT WAS NOT INITIATED BY ANY REGULATOR- IT WAS A CIVIL MATTER ONLY. DRP FILED IN ERROR.
Allegations: REGISTERED REPRESENTATIVE SELLING AWAY Status: Final Summary: REGISTERED REPRESENTATIVE SELLING AWAY
Allegations: THE PENNSYLVANIA SECURITIES COMMISSION ALLEGED THAT ALLEGHENY VIOLATED CERTAIN PROVISIONS OF THE PENNSYLVANIA SECURTIES ACT OF 1972, 70 P.S. 1-101ET SEG. IN CONNECTION WITH ENGAGING IN THE BUSINESS OF ADVISING OTHERS, FOR COMPENSATION, ON THE PURCHASE AND SALE OF SECURITIES IN PENNSYLVANIA. Status: Final Sanction Detail: ALLEGHENY VOLUNTARILY AGREED TO OPERATIONAL UNDERTAKINGS. Summary: FIRM EXCUTED AN OFFER OF SETTLEMENT DATED 12/27/2005.
Allegations: MARYLAND ALLEGES THAT ALLEGHENY FAILED TO ADEQUATELY SUPERVISE ITS REGISTERED REPRESENTATIVES. WITHOUT ADMITTING OR DENYING THE ALLEGATIONS CONTAINED THEREIN; ALLEGHENY SETTLED THE ALLEGATIONS MADE BY MD BY AGREEING TO REPAY $200,000.00 TO AN INVESTOR WHO PURCHASED AN UNREGISTERED SECURITY FROM AN ALLEGHENY REGISTERED REPRESENTATIVE WHO WAS "SELLING AWAY". Status: Final Sanction Detail: $200,000.00 DISGORGEMENT/RESTITUTION Summary: ALLEGHENY SETTLED THE ALLEGATIONS MADE BY MD BY AGREEING TO REPAY $200,000.00 TO AN INVESTOR WHO PURCHASED AN UNREGISTERED SECURITY FROM AN ALLEGHENY REGISTERED REPRESENTATIVE WHO WAS "SELLING AWAY".
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $559M (75% of AUM) May 2026
- National Financial Services (Fidelity) $324M (61% 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) ↗