Guyasuta Investment Advisors, Incorporated (Pittsburgh)

Name: Guyasuta Investment Advisors, Incorporated
Address: 285 Kappa Drive, Pittsburgh, PA, 15238
Telephone: 412-447-4560

Guyasuta Investment Advisors, Incorporated is a large advisory firm based in Pittsburgh. It manages $1.31 billion of regulatory assets for 1,062 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, Pennsylvania, and Texas.

Guyasuta Investment Advisors, Incorporated provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Guyasuta Investment Advisors, Incorporated: assets under management

The assets under management (AUM) of Guyasuta Investment Advisors, Incorporated is $1.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.31 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Guyasuta Investment Advisors, Incorporated has custody of $627.23 million in cash and securities for 240 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 72% of the total AUM. The second-largest asset type is state and local bonds, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guyasuta Investment Advisors, Incorporated for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nancy Bradshaw Foster serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Nancy Bradshaw Foster is high net worth individuals with 258 clients and $1.1 billion of assets under management. Among the 8 most similar advisory firms, Guyasuta Investment Advisors, Incorporated has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.31 billion for 355 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Guyasuta Investment Advisors, Incorporated doesn't advise any private funds.

Careers at Guyasuta Investment Advisors, Incorporated

The company employs 14 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Nancy Bradshaw Foster has been acting as President since 1 Feb 2017. Richard Baton Meyer joined the executive team most recently as the Vice Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edwin Freed Scheetz	Chairman & ceo	1 Oct 1994	Other	412819
Neil Yost Vanhorn	President	1 Oct 1994	Other	1141774
Donald Dunzee Wolff	Managing director	1 Oct 1994	Other	1141695
Peter Ferris Mathieson	Managing director	1 Oct 1994	Other	1301518
Richard Baton Meyer	Managing director	1 Mar 1998	Other	333203
Edwin Freed Scheetz	Managing director	1 Oct 2002	Other	412819
Neil Yost Vanhorn	Managing director	1 Oct 2002	Other	1141774
Donald Dunzee Wolff	President	1 Oct 2002	Other	1141695
Peter Ferris Mathieson	Executive vice president	1 Oct 2002	Other	1301518
Richard Baton Meyer	Chairman & ceo	1 Oct 2002	Other	333203
Nancy Bradshaw Foster	Managing director	1 Jan 2003	Other	4611603
Peter Ferris Mathieson	Exec vp & cco	1 Oct 2004	Other	1301518
Donald Dunzee Wolff	Managing director	1 Dec 2006	Other	1141695
Peter Ferris Mathieson	President & chief compliance officer	1 Dec 2006	Other	1301518
Edwin Freed Scheetz	Managing director	1 Jan 2008	Other	412819
Neil Yost Vanhorn	Managing director	1 Jan 2008	Other	1141774
Nancy Bradshaw Foster	Partner	1 Jan 2009	Other	4611603
Ronald Lewis Bartosh	Partner	1 Jan 2009	Other	2124012
Henry Shaw Beukema	Partner	1 Jan 2009	Other	5134067
Jr. Estate Of Donald D. Wolff	Managing director	1 Jan 2009	Other	35-6794851
Peter Ferris Mathieson	President & chief compliance officer	1 Dec 2009	25% - 50%	1301518
Richard Baton Meyer	Chairman & ceo	1 Dec 2009	25% - 50%	333203
Nancy Bradshaw Foster	Partner	1 Dec 2009	25% - 50%	4611603
Henry Shaw Beukema	Partner	1 Dec 2009	Other	5134067
Ronald Lewis Bartosh	Partner & chief compliance officer	1 Feb 2012	Other	2124012
Peter Ferris Mathieson	President	1 Feb 2012	Other	1301518
Richard Baton Meyer	Chairman & ceo	1 Feb 2012	Other	333203
Nancy Bradshaw Foster	Partner	1 Feb 2012	Other	4611603
Richard Baton Meyer	Chairman & ceo	1 Apr 2012	25% - 50%	333203
Nancy Bradshaw Foster	Partner	1 Apr 2012	25% - 50%	4611603
Henry Shaw Beukema	President	1 Apr 2012	25% - 50%	5134067
Matthew Jay Teplitz	Partner	1 Aug 2012	Other	1736830
Richard Baton Meyer	Chairman & ceo	1 Aug 2013	Other	333203
Nancy Bradshaw Foster	Partner	1 Aug 2013	Other	4611603
Henry Shaw Beukema	President	1 Aug 2013	Other	5134067
Richard Baton Meyer	Vice chairman	1 Jan 2016	Other	333203
Nancy Bradshaw Foster	President	1 Jan 2016	Other	4611603
Henry Shaw Beukema	Chairman & ceo	1 Jan 2016	Other	5134067
Nancy Bradshaw Foster	President	1 Feb 2017	25% - 50%	4611603
Henry Shaw Beukema	Chairman & ceo	1 Feb 2017	25% - 50%	5134067
Matthew Jay Teplitz	Partner	1 Feb 2017	25% - 50%	1736830
Paul James Magovern	Partner	1 Feb 2017	Other	4930544
Richard Baton Meyer	Vice chairman	1 Jan 2018	Other	333203
Paul James Magovern	Partner	1 Jan 2018	Other	4930544
Jeffrey Baton Todd	Partner	1 Jan 2018	Other	6059869

Based in Pittsburgh

The principal office where Guyasuta Investment Advisors, Incorporated performs its advisory services is located at 285 Kappa Drive, Pittsburgh, PA 15238, which is also the mailing address of the firm. An additional office of the firm is in Bryn Mawr, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-447-4560 or by fax 412-447-4579. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at guyasuta.com.