Digiorgio Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management to individuals and also to corporations, trusts, and pension plans, delivering portfolios aligned to each client's suitable level of risk. As of January 1, 2024 the brochure reports approximately $42 million in assets under management across about 220 client relationships.
Its investment approach is conservative and primarily uses large-cap mutual funds and equities, U.S. Treasuries or bond funds for stabilization, and a buy-and-hold posture while generally avoiding speculative investments. Portfolios are managed on a non‑discretionary basis, reviewed monthly, and clients are notified and consulted before changes are implemented.
This firm is notable among peers for a high client count per advisor while operating in conjunction with an affiliated accounting practice that provides accounting, payroll, tax preparation, and retirement-planning services; the principal allocates time between the two businesses. The brochure also notes the adviser receives no commissions, acts as a fiduciary, and has limited custody only to the extent advisory fees are deducted by the custodian.
Client services
Expertise
Fee options
1% annually, negotiable for larger accounts
Main office
1080 Long Run Road
Mc Keesport PA 15132
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Digiorgio Capital Management, Inc. · Digiorgio Financial Advisors, Inc. · Digiorgio Investment Advisors · Digiorgio, Mark Anthony · Fidelity Advisors, Inc. · Mark Anthony, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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