XPYRIA INVESTMENT ADVISORS, INC.
Adviser information for XPYRIA INVESTMENT ADVISORS, INC. last updated from Form ADV on March 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,007 | $823.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1,007 | $823.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 193 | $72.6M |
| HNW Individuals | 137 | $435.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 17 | $230.9M |
| Charitable organizations | 6 | $43.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 17 | $40.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-37555 |
|---|---|
| SEC ERA File Number | 801-37555 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106438 |
| Legal Entity Identifier | None |
Principal Office
TWO GATEWAY CENTER, SUITE 1850603 STANWIX STREET
PITTSBURGH
PA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 412-232-3310, Fax: 412-232-3340
Chief Compliance Officer
JONATHAN G. KASTING
CHIEF COMPLIANCE OFFICER
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel:
513-977-8234
J**********@*****************************M
(Full email address available in API data)
Regulatory Contact
MICHAEL GIAMMATTEO
PRINCIPAL
603 STANWIX STREET
TWO GATEWAY CENTER, SUITE 1850
PITTSBURG
PA
United States
Tel:
412-232-3310
G*********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CUMMINGS, JOHN, HERMAN | Individual | – | PRINCIPAL, SECRETARY | 01/2001 | 25-50% |
| SALPIETRO, JOSEPH, GUGLIOTTA | Individual | – | PRINCIPAL, PRESIDENT, TREASURER | 07/2006 | 25-50% |
| STUTZMAN, BRET, JONATHAN | Individual | – | PRINCIPAL, VICE PRESIDENT | 01/2002 | 25-50% |
| GIAMMATTEO, MICHAEL, BERNARD | Individual | – | PRINCIPAL, VICE PRESIDENT | 02/2008 | 10-25% |
| Kasting, Jonathan, G | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |