GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Adviser information for GUYASUTA INVESTMENT ADVISORS, INCORPORATED last updated from Form ADV on February 27th, 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 | 17 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 14 |
| 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 | 1,378 | $2.1B |
| Non-Discretionary | 0 | $0 |
| Total | 1,378 | $2.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 138 | $110.4M |
| HNW Individuals | 303 | $1.8B |
| 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 | 6 | $69.9M |
| Charitable organizations | 15 | $94.5M |
| State or municipal gov entities | 1 | $5.9M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $27.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
285 KAPPA DRIVESUITE 220
PITTSBURGH
PA
United States
Monday - Friday, 8 AM - 5 PM
Tel: 412-447-4560, Fax: 412-447-4579
Websites
Chief Compliance Officer
RONALD L. BARTOSH, JR
PARTNER & CHIEF COMPLIANCE OFFICER
285 KAPPA DRIVE
SUITE 220
PITTSBURGH
PA
United States
Tel:
412-447-4540
Fax:
412-447-4579
R**@***********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 |
|---|---|---|---|---|---|
| FOSTER, NANCY, BRADSHAW | Individual | – | PRESIDENT | 01/2024 | 5-10% |
| BARTOSH, RONALD, LEWIS | Individual | – | PARTNER & CHIEF COMPLIANCE OFFICER | 02/2012 | < 5% |
| BEUKEMA, HENRY, SHAW | Individual | – | CHAIRMAN & CEO | 01/2019 | 10-25% |
| MAGOVERN, PAUL, JAMES | Individual | – | PARTNER | 01/2019 | 10-25% |
| TODD, JEFFREY, BATON | Individual | – | PARTNER | 01/2020 | 10-25% |
| MADISON, ALBERT, HENRY | Individual | – | PARTNER | 01/2021 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| MICROSOFT CORP | COM | 104M | 276K | – |
| MASTERCARD INCORPORATED | CL A | 66M | 155K | – |
| REPUBLIC SVCS INC | COM | 57M | 347K | – |
| ALPHABET INC | CAP STK CL C | 56M | 397K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 55M | 103K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53M | 148K | – |
| PEPSICO INC | COM | 42M | 248K | – |
| LOWES COS INC | COM | 41M | 186K | – |
| JOHNSON & JOHNSON | COM | 41M | 258K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 40M | 192K | – |
| LINDE PLC | SHS | 37M | 91K | – |
| BECTON DICKINSON & CO | COM | 37M | 152K | – |
| PNC FINL SVCS GROUP INC | COM | 37M | 239K | – |
| CHEVRON CORP NEW | COM | 32M | 214K | – |
| MCDONALDS CORP | COM | 31M | 106K | – |
| VISTRA CORP | COM | 28M | 732K | – |
| UNITEDHEALTH GROUP INC | COM | 27M | 51K | – |
| TEXAS INSTRS INC | COM | 23M | 137K | – |
| BCE INC | COM NEW | 23M | 592K | – |
| TE CONNECTIVITY LTD | SHS | 23M | 166K | – |
| AMAZON COM INC | COM | 22M | 144K | – |
| FISERV INC | COM | 20M | 150K | – |
| APPLE INC | COM | 19M | 99K | – |
| APPLIED MATLS INC | COM | 18M | 112K | – |
| CHARTER COMMUNICATIONS INC N | CL A | 17M | 44K | – |
| COMCAST CORP NEW | CL A | 17M | 377K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 16M | 22K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 16M | 45K | – |
| QUANTA SVCS INC | COM | 15M | 70K | – |
| PROCTER AND GAMBLE CO | COM | 15M | 99K | – |
| MICRON TECHNOLOGY INC | COM | 14M | 165K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 13M | 57K | – |
| CENCORA INC | COM | 13M | 64K | – |
| EXXON MOBIL CORP | COM | 12M | 119K | – |
| UNITED PARCEL SERVICE INC | CL B | 10M | 63K | – |
| COCA COLA CO | COM | 8M | 142K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 8M | 50K | – |
| EMERSON ELEC CO | COM | 8M | 82K | – |
| PFIZER INC | COM | 8M | 267K | – |
| PPG INDS INC | COM | 7M | 50K | – |
| MERCK & CO INC | COM | 7M | 68K | – |
| HOME DEPOT INC | COM | 7M | 20K | – |
| JPMORGAN CHASE & CO | COM | 7M | 41K | – |
| UNILEVER PLC | SPON ADR NEW | 6M | 119K | – |
| ALPHABET INC | CAP STK CL A | 5M | 38K | – |
| PACKAGING CORP AMER | COM | 5M | 32K | – |
| ABBVIE INC | COM | 5M | 31K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 5M | 19K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 5M | 10K | – |
| CATERPILLAR INC | COM | 4M | 15K | – |
| COLGATE PALMOLIVE CO | COM | 4M | 53K | – |
| PHILIP MORRIS INTL INC | COM | 4M | 43K | – |
| ISHARES TR | CORE S&P500 ETF | 4M | 8K | – |
| CELESTICA INC | SUB VTG SHS | 4M | 121K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4M | 31K | – |
| UNION PAC CORP | COM | 3M | 13K | – |
| ISHARES TR | RUS 1000 ETF | 3M | 12K | – |
| WASTE MGMT INC DEL | COM | 3M | 15K | – |
| HILLENBRAND INC | COM | 3M | 55K | – |
| ABBOTT LABS | COM | 3M | 24K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 3M | 49K | – |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 3M | 25K | – |
| ROCKWELL AUTOMATION INC | COM | 2M | 8K | – |
| BOEING CO | COM | 2M | 9K | – |
| APPLIED INDL TECHNOLOGIES IN | COM | 2M | 13K | – |
| LOCKHEED MARTIN CORP | COM | 2M | 5K | – |
| KIMBERLY-CLARK CORP | COM | 2M | 19K | – |
| RPM INTL INC | COM | 2M | 20K | – |
| IDEX CORP | COM | 2M | 10K | – |
| HONEYWELL INTL INC | COM | 2M | 10K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 29K | – |
| GENERAL ELECTRIC CO | COM NEW | 2M | 17K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 3K | – |
| META PLATFORMS INC | CL A | 2M | 5K | – |
| NETFLIX INC | COM | 2M | 4K | – |
| VERIZON COMMUNICATIONS INC | COM | 2M | 49K | – |
| S&P GLOBAL INC | COM | 2M | 4K | – |
| NVIDIA CORPORATION | COM | 2M | 4K | – |
| PARKER-HANNIFIN CORP | COM | 2M | 4K | – |
| ELI LILLY & CO | COM | 2M | 3K | – |
| TARGET CORP | COM | 2M | 12K | – |
| TESLA INC | COM | 2M | 7K | – |
| PROLOGIS INC. | COM | 2M | 12K | – |
| CHUBB LIMITED | COM | 2M | 7K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | – |
| FULLER H B CO | COM | 2M | 19K | – |
| INTEL CORP | COM | 2M | 30K | – |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 4K | – |
| WATTS WATER TECHNOLOGIES INC | CL A | 1M | 7K | – |
| VISA INC | COM CL A | 1M | 6K | – |
| RTX CORPORATION | COM | 1M | 17K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 9K | – |
| GENERAL MLS INC | COM | 1M | 22K | – |
| CONOCOPHILLIPS | COM | 1M | 12K | – |
| ISHARES TR | RUSSELL 2000 ETF | 1M | 7K | – |
| NOVO-NORDISK A S | ADR | 1M | 13K | – |
| NOVARTIS AG | SPONSORED ADR | 1M | 13K | – |
| ILLINOIS TOOL WKS INC | COM | 1M | 5K | – |
| TRANE TECHNOLOGIES PLC | SHS | 1M | 5K | – |
| MONDELEZ INTL INC | CL A | 1M | 16K | – |
| PHILLIPS 66 | COM | 1M | 9K | – |
| GENERAL DYNAMICS CORP | COM | 1M | 4K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 1M | 4K | – |
| BROADCOM INC | COM | 1M | 1K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 1M | 32K | – |
| GARRETT MOTION INC | COM | 1M | 109K | – |
| NORTHROP GRUMMAN CORP | COM | 1M | 2K | – |
| SYSCO CORP | COM | 1M | 14K | – |
| METTLER TOLEDO INTERNATIONAL | COM | 992K | 818 | – |
| TRAVELERS COMPANIES INC | COM | 974K | 5K | – |
| DEERE & CO | COM | 966K | 2K | – |
| BANK NEW YORK MELLON CORP | COM | 927K | 18K | – |
| 3M CO | COM | 909K | 8K | – |
| AIR PRODS & CHEMS INC | COM | 904K | 3K | – |
| EQUIFAX INC | COM | 890K | 4K | – |
| AMGEN INC | COM | 888K | 3K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 875K | 11K | – |
| AT&T INC | COM | 872K | 52K | – |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 868K | 31K | – |
| ZOETIS INC | CL A | 849K | 4K | – |
| SYNOPSYS INC | COM | 841K | 2K | – |
| CUMMINS INC | COM | 802K | 3K | – |
| ISHARES TR | US OIL GS EX ETF | 791K | 8K | – |
| PAYCHEX INC | COM | 782K | 7K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 759K | 29K | – |
| EATON CORP PLC | SHS | 753K | 3K | – |
| SPDR SER TR | S&P DIVID ETF | 753K | 6K | – |
| NORFOLK SOUTHN CORP | COM | 751K | 3K | – |
| LINCOLN NATL CORP IND | COM | 728K | 27K | – |
| ARK ETF TR | INNOVATION ETF | 716K | 14K | – |
| DOORDASH INC | CL A | 711K | 7K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 690K | 3K | – |
| VANGUARD WORLD FDS | INDUSTRIAL ETF | 674K | 3K | – |
| APTARGROUP INC | COM | 670K | 5K | – |
| GALLAGHER ARTHUR J & CO | COM | 630K | 3K | – |
| STRYKER CORPORATION | COM | 625K | 2K | – |
| CISCO SYS INC | COM | 620K | 12K | – |
| SPDR GOLD TR | GOLD SHS | 619K | 3K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 618K | 8K | – |
| SELECT SECTOR SPDR TR | ENERGY | 610K | 7K | – |
| CSX CORP | COM | 593K | 17K | – |
| DUKE ENERGY CORP NEW | COM NEW | 591K | 6K | – |
| EAGLE MATLS INC | COM | 588K | 3K | – |
| VANECK ETF TRUST | GOLD MINERS ETF | 584K | 19K | – |
| ISHARES TR | CORE S&P MCP ETF | 584K | 2K | – |
| TJX COS INC NEW | COM | 578K | 6K | – |
| PALO ALTO NETWORKS INC | COM | 555K | 2K | – |
| WEST PHARMACEUTICAL SVSC INC | COM | 549K | 2K | – |
| CONSOL ENERGY INC NEW | COM | 528K | 5K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 522K | 5K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 492K | 4K | – |
| BANK AMERICA CORP | COM | 490K | 15K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 485K | 35K | – |
| DELL TECHNOLOGIES INC | CL C | 477K | 6K | – |
| ISHARES TR | S&P 500 GRWT ETF | 472K | 6K | – |
| VISTRA CORP | COM | 459K | 12K | – |
| ARCHER DANIELS MIDLAND CO | COM | 441K | 6K | – |
| KAYNE ANDERSON ENERGY INFRST | COM | 439K | 50K | – |
| VANGUARD WORLD FDS | ENERGY ETF | 439K | 4K | – |
| MARATHON PETE CORP | COM | 431K | 3K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 426K | 6K | – |
| BLACKROCK INC | COM | 416K | 512 | – |
| ISHARES TR | CORE S&P SCP ETF | 405K | 4K | – |
| HOWMET AEROSPACE INC | COM | 400K | 7K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 396K | 10K | – |
| MIDDLESEX WTR CO | COM | 394K | 6K | – |
| ALLEGION PLC | ORD SHS | 392K | 3K | – |
| DUPONT DE NEMOURS INC | COM | 392K | 5K | – |
| DISNEY WALT CO | COM | 365K | 4K | – |
| KELLANOVA | COM | 365K | 7K | – |
| NEXTERA ENERGY INC | COM | 364K | 6K | – |
| BOOKING HOLDINGS INC | COM | 355K | 100 | – |
| WALMART INC | COM | 350K | 2K | – |
| JABIL INC | COM | 350K | 3K | – |
| INGERSOLL RAND INC | COM | 348K | 4K | – |
| REALTY INCOME CORP | COM | 347K | 6K | – |
| CANADIAN NATL RY CO | COM | 339K | 3K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 338K | 148 | – |
| NUCOR CORP | COM | 335K | 2K | – |
| INTUITIVE SURGICAL INC | COM NEW | 334K | 990 | – |
| VANGUARD INDEX FDS | MID CAP ETF | 333K | 1K | – |
| ISHARES TR | S&P 500 VAL ETF | 320K | 2K | – |
| DANAHER CORPORATION | COM | 314K | 1K | – |
| INTERNATIONAL SEAWAYS INC | COM | 314K | 7K | – |
| WELLS FARGO CO NEW | COM | 312K | 6K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 307K | 3K | – |
| XYLEM INC | COM | 298K | 3K | – |
| SUNCOR ENERGY INC NEW | COM | 296K | 9K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 295K | 942 | – |
| TIMKEN CO | COM | 287K | 4K | – |
| BORGWARNER INC | COM | 287K | 8K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 284K | 1K | – |
| ANALOG DEVICES INC | COM | 281K | 1K | – |
| RESMED INC | COM | 279K | 2K | – |
| INTUIT | COM | 279K | 446 | – |
| ADOBE INC | COM | 278K | 466 | – |
| NATURAL RESOURCE PARTNERS L | COM UNIT LTD PAR | 278K | 3K | – |
| HALLIBURTON CO | COM | 276K | 8K | – |
| CF INDS HLDGS INC | COM | 276K | 3K | – |
| DOW INC | COM | 275K | 5K | – |
| KINDER MORGAN INC DEL | COM | 275K | 16K | – |
| CRH PLC | ORD | 274K | 4K | – |
| LULULEMON ATHLETICA INC | COM | 271K | 530 | – |
| WP CAREY INC | COM | 271K | 4K | – |
| KENNAMETAL INC | COM | 271K | 11K | – |
| CLOROX CO DEL | COM | 268K | 2K | – |
| MEDTRONIC PLC | SHS | 268K | 3K | – |
| MOODYS CORP | COM | 268K | 686 | – |
| INTERPUBLIC GROUP COS INC | COM | 265K | 8K | – |
| PLEXUS CORP | COM | 261K | 2K | – |
| ISHARES TR | MSCI EAFE ETF | 260K | 3K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 259K | 4K | – |
| ISHARES TR | RUS 1000 GRW ETF | 258K | 851 | – |
| ISHARES TR | RUS MID CAP ETF | 257K | 3K | – |
| TC ENERGY CORP | COM | 254K | 7K | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 254K | 1K | – |
| LIBERTY BROADBAND CORP | COM SER C | 252K | 3K | – |
| ISHARES TR | CORE MSCI PAC | 249K | 4K | – |
| T-MOBILE US INC | COM | 247K | 2K | – |
| KLA CORP | COM NEW | 247K | 425 | – |
| INTERNATIONAL PAPER CO | COM | 245K | 7K | – |
| TD SYNNEX CORPORATION | COM | 243K | 2K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 243K | 2K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 243K | 3K | – |
| NVR INC | COM | 238K | 34 | – |
| STANLEY BLACK & DECKER INC | COM | 234K | 2K | – |
| ISHARES TR | US AER DEF ETF | 234K | 2K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 233K | 3K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 233K | 1K | – |
| BLOCK H & R INC | COM | 232K | 5K | – |
| ISHARES TR | CORE MSCI EURO | 230K | 4K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 229K | 3K | – |
| CVS HEALTH CORP | COM | 228K | 3K | – |
| ALTRIA GROUP INC | COM | 225K | 6K | – |
| AXALTA COATING SYS LTD | COM | 223K | 7K | – |
| BLACKSTONE INC | COM | 223K | 2K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 222K | 4K | – |
| YUM BRANDS INC | COM | 220K | 2K | – |
| KKR & CO INC | COM | 216K | 3K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 210K | 3K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 206K | 1K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 203K | 3K | – |
| CECO ENVIRONMENTAL CORP | COM | 203K | 10K | – |
| SMUCKER J M CO | COM NEW | 203K | 2K | – |