Hedge Fund Database

FORT PITT CAPITAL GROUP, LLC

Adviser information for FORT PITT CAPITAL GROUP, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 74
Investment Advisory/Research 47
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 26
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 8

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 9,133 $5.1B
Non-Discretionary 31 $9.8M
Total 9,164 $5.2B

Clients

Type Number RAUM
Individuals 2,820 $3.4B
HNW Individuals 376 $1.4B
Banking or thrift institutions <5 $0
Investment companies 1 $60.9M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 63 $207.0M
Charitable organizations 57 $21.5M
State or municipal gov entities 10 $4.7M
Other investment advisers <5 $0
Insurance companies <5 $3,812
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 48 $119.3M
Other <5 $0
Type Number
No. of Non-RAUM Clients 90
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 3000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshopsCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation % of AUMFixed feesREVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Other Business Activities CREDIT, CASH MANAGEMENT AND INSURANCE SOLUTIONS

Identifiers

SEC RIA File Number 801-106608
SEC ERA File Number 801-106608
SEC CIK Numbers 1663897
SEC CRD Numbers 281385
Legal Entity Identifier None

Principal Office

680 ANDERSEN DRIVE
FOSTER PLAZA TEN -- SUITE 350
PITTSBURGH
PA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 412-921-1822, Fax: 412-921-2402

Websites

www.facebook.com/fortpittcapital/ www.focusfinancialpartners.com twitter.com/fortpittcapital www.fortpittcapital.com twitter.com/focusfinancial www.linkedin.com/company/fort-pitt-capital-group/ www.linkedin.com/company/focus-financial-partners

Chief Compliance Officer

MARY JEAN GICONI
CHIEF COMPLIANCE OFFICER
680 ANDERSEN DRIVE
FOSTER PLAZA TEN -- SUITE 350
PITTSBURGH
PA
United States
Tel: 412-921-1822
Fax: 412-921-2402
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency
FORT PITT RISK SOLUTIONS Insurance company or agency
SENTINEL PENSION ADVISORS INC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FOCUS OPERATING, LLC Domestic Entity – MEMBER/MANAGER 10/2015 > 75%
BLEHAR, MICHAEL, NMN Individual – MANAGING DIRECTOR AND CHIEF GROWTH OFFICER 08/2015 < 5%
BOVARD, THEODORE, MAYLON Individual – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER 08/2015 < 5%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
DOUDS, JOHN, TODD Individual – MANAGING DIRECTOR AND CHIEF OPERATING OFFICER 08/2015 < 5%
GICONI, MARY, JEAN Individual – CHIEF COMPLIANCE OFFICER 03/2018 < 5%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
SOMMARIVA, JAY, AL Individual – MANAGING DIRECTOR AND CHIEF OF ASSET MANAGEMENT 01/2018 < 5%
EYE, DANIEL, T. Individual – CHIEF INVESTMENT OFFICER 01/2021 < 5%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
FERDINAND FFP PARENT INC. Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS LP Domestic Entity FERDINAND FFP PARENT INC. SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS LP Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR LP Foreign Entity CD&R FERDINAND HOLDINGS LP PARTNER 08/2023 25-50%
CLAYTON DUBILIER & RICE FUND XII LP Foreign Entity CD&R FERDINAND HOLDINGS LP PARTNER 08/2023 50-75%

No. Employees, Historic

80400201920202021202220232024202538 on 6/18/201938 on 7/31/201949 on 10/31/201950 on 3/27/202050 on 6/30/202050 on 10/5/202050 on 12/21/202050 on 1/27/202164 on 3/29/202164 on 4/13/202164 on 11/30/202165 on 3/29/202265 on 5/5/202265 on 7/1/202265 on 7/5/202269 on 3/30/202369 on 6/1/202369 on 9/15/202369 on 9/15/202369 on 10/16/202369 on 1/30/202469 on 3/4/202474 on 3/26/2024

RAUM, Historic

6B3B020192020202120222023202420252471044205 on 6/18/20192471044205 on 7/31/20193428821172 on 10/31/20193531349789 on 3/27/20203531349789 on 6/30/20203531349789 on 10/5/20203531349789 on 12/21/20203531349789 on 1/27/20214058230003 on 3/29/20214058230003 on 4/13/20214058230003 on 11/30/20214999220241 on 3/29/20224999220241 on 5/5/20224999220241 on 7/1/20224999220241 on 7/5/20224302944245 on 3/30/20234302944245 on 6/1/20234302944245 on 9/15/20234302944245 on 9/15/20234302944245 on 10/16/20234302944245 on 1/30/20244302944245 on 3/4/20245156026201 on 3/26/2024

No. Clients, Historic

4,0002,000020192020202120222023202420252243 on 6/18/20192243 on 7/31/20192586 on 10/31/20192582 on 3/27/20202582 on 6/30/20202582 on 10/5/20202582 on 12/21/20202582 on 1/27/20212766 on 3/29/20212766 on 4/13/20212766 on 11/30/20213029 on 3/29/20223029 on 5/5/20223029 on 7/1/20223029 on 7/5/20223244 on 3/30/20233244 on 6/1/20233244 on 9/15/20233244 on 9/15/20233244 on 10/16/20233244 on 1/30/20243244 on 3/4/20243377 on 3/26/2024

Holdings

From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 82M 787K –
ABBVIE INC COM 801K 5K –
ADVANCED MICRO DEVICES INC COM 132M 811K –
AIR PRODS & CHEMS INC COM 233K 902 –
ALPHABET INC CAP STK CL C 2M 12K –
ALPHABET INC CAP STK CL A 163M 894K –
AMAZON COM INC COM 67M 348K –
AMERICAN EXPRESS CO COM 726K 3K –
ANSYS INC COM 6M 20K –
APOLLO GLOBAL MGMT INC COM 118M 996K –
APPLE INC COM 99M 469K –
ARES CAPITAL CORP COM 5M 219K –
AXONICS INC COM 336K 5K –
BANK AMERICA CORP COM 19M 471K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BLACKROCK ENHANCD CAP & INM COM 35M 2M –
BLACKSTONE INC COM 99M 798K –
BROADCOM INC COM 118M 74K –
CATERPILLAR INC COM 1M 4K –
CHEVRON CORP NEW COM 19M 122K –
CIENA CORP COM NEW 82M 2M –
CISCO SYS INC COM 4M 80K –
CNH INDL N V SHS 6M 545K –
COCA COLA CO COM 288K 5K –
COCA COLA CONS INC COM 977K 900 –
COHERENT CORP COM 19M 261K –
COLGATE PALMOLIVE CO COM 307K 3K –
CONSTELLATION BRANDS INC CL A 92M 358K –
CROWDSTRIKE HLDGS INC CL A 896K 2K –
CROWN CASTLE INC COM 4M 39K –
DANAHER CORPORATION COM 58M 231K –
DEERE & CO COM 67M 179K –
DEVON ENERGY CORP NEW COM 58M 1M –
DOW INC COM 5M 92K –
EATON VANCE ENHANCED EQUITY COM 16M 837K –
ELI LILLY & CO COM 1M 1K –
EMERSON ELEC CO COM 207K 2K –
ERIE INDTY CO CL A 13M 35K –
EXXON MOBIL CORP COM 2M 14K –
GALLAGHER ARTHUR J & CO COM 129M 496K –
GAMING & LEISURE PPTYS INC COM 4M 89K –
GXO LOGISTICS INCORPORATED COMMON STOCK 122M 2M –
HARTFORD FINL SVCS GROUP INC COM 336K 3K –
HOME DEPOT INC COM 977K 3K –
HONEYWELL INTL INC COM 12M 55K –
INTERNATIONAL BUSINESS MACHS COM 243K 1K –
INTUIT COM 2M 2K –
INVESCO QQQ TR UNIT SER 1 2M 3K –
ISHARES TR RUS 1000 GRW ETF 215K 590 –
ISHARES TR CORE S&P SCP ETF 248K 2K –
ISHARES TR CORE S&P MCP ETF 476K 8K –
ISHARES TR CORE S&P TTL STK 995K 8K –
ISHARES TR CORE S&P500 ETF 1M 3K –
ISHARES TR GNMA BOND ETF 34M 793K –
JOHNSON & JOHNSON COM 747K 5K –
JPMORGAN CHASE & CO. COM 40M 196K –
KEYSIGHT TECHNOLOGIES INC COM 59M 432K –
KIMBERLY-CLARK CORP COM 599K 4K –
KINDER MORGAN INC DEL COM 5M 258K –
KKR & CO INC COM 1M 12K –
LAM RESEARCH CORP COM 70M 66K –
LOCKHEED MARTIN CORP COM 3M 7K –
LOEWS CORP COM 1M 14K –
LOWES COS INC COM 105M 478K –
LULULEMON ATHLETICA INC COM 71M 239K –
MARRIOTT INTL INC NEW CL A 401K 2K –
MARSH & MCLENNAN COS INC COM 17M 80K –
MASTERCARD INCORPORATED CL A 548K 1K –
MCDONALDS CORP COM 306K 1K –
MERCK & CO INC COM 71M 577K –
META PLATFORMS INC CL A 480K 951 –
MICROSOFT CORP COM 133M 297K –
NIKE INC CL B 829K 11K –
NORFOLK SOUTHN CORP COM 2M 9K –
NOVARTIS AG SPONSORED ADR 3M 33K –
NUCOR CORP COM 253K 2K –
NVIDIA CORPORATION COM 6M 51K –
ORACLE CORP COM 17M 123K –
PARKER-HANNIFIN CORP COM 111M 219K –
PAYCOM SOFTWARE INC COM 200K 1K –
PEPSICO INC COM 568K 3K –
PFIZER INC COM 231K 8K –
PHILIP MORRIS INTL INC COM 306K 3K –
PNC FINL SVCS GROUP INC COM 57M 365K –
PPG INDS INC COM 1M 11K –
PROCTER AND GAMBLE CO COM 1M 7K –
PROSHARES TR ULTRAPRO QQQ 408K 6K –
REALTY INCOME CORP COM 3M 57K –
ROCKWELL AUTOMATION INC COM 7M 24K –
RPM INTL INC COM 1M 10K –
RTX CORPORATION COM 71M 709K –
SCHWAB CHARLES CORP COM 64M 864K –
SCHWAB STRATEGIC TR US LRG CAP ETF 890K 14K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 54K –
SCHWAB STRATEGIC TR US LCAP GR ETF 146M 1M –
SITEONE LANDSCAPE SUPPLY INC COM 632K 5K –
SPDR DOW JONES INDL AVERAGE UT SER 1 341K 872 –
SPDR S&P 500 ETF TR TR UNIT 265K 487 –
STARBUCKS CORP COM 116M 1M –
TEXAS INSTRS INC COM 9M 48K –
THE TRADE DESK INC COM CL A 212K 2K –
THERMO FISHER SCIENTIFIC INC COM 140M 253K –
TJX COS INC NEW COM 337K 3K –
TRACTOR SUPPLY CO COM 19M 71K –
TRUIST FINL CORP COM 3M 89K –
UNION PAC CORP COM 3M 13K –
UNITEDHEALTH GROUP INC COM 78M 154K –
VANGUARD INDEX FDS MCAP GR IDXVIP 279K 1K –
VANGUARD INDEX FDS MID CAP ETF 333K 1K –
VANGUARD INDEX FDS LARGE CAP ETF 345K 1K –
VANGUARD INDEX FDS VALUE ETF 584K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 910K 2K –
VANGUARD INDEX FDS GROWTH ETF 1M 3K –
VANGUARD INDEX FDS TOTAL STK MKT 10M 36K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 24M 305K –
VERIZON COMMUNICATIONS INC COM 290K 7K –
VISA INC COM CL A 1M 5K –
WALMART INC COM 691K 10K –
WENDYS CO COM 4M 218K –
WESTLAKE CORPORATION COM 3M 21K –
XYLEM INC COM 436K 3K –
ZEBRA TECHNOLOGIES CORPORATI CL A 95M 306K –