Guyasuta Investment Advisors, Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,200,496,000
Clients
451
Advisors
11
of 13 employees
About
Guyasuta Investment Advisors provides fee‑only investment advisory and financial planning services to a mix of individuals, families, trusts, pooled vehicles, endowments, retirement plans, non‑profits, corporations, foundations and government entities. The firm also accepts institutional mandates, including state and municipal clients, and on occasion acts as an independent trustee or executor for client estates.
Guyasuta manages separate discretionary accounts through a team‑based model in which multiple portfolio managers collaborate on research, portfolio construction and client service, and relationships are tailored to each client’s objectives and restrictions. Its investment process blends top‑down macro analysis with bottom‑up fundamental research, favoring concentrated equity portfolios of roughly 25–40 holdings emphasizing free cash flow (typical holding horizon 3–5 years) alongside a laddered fixed‑income approach with maturities generally spanning about two to fifteen years.
Compared with many multi‑team advisors, Guyasuta’s work with municipal and other government clients stands out, and institutional accounts are managed to formal investment policy statements when required. The firm also discloses that employees sometimes serve as trustees — a practice that leads Guyasuta to claim custody under SEC rules and undergo an annual surprise audit — and it manages about $2.44 billion for roughly 451 clients with eleven advisors.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.00% annually for 100% equity; 0.60% annually for 100% fixed-income $2,000,000 - $4,000,000: 0.80% annually for 100% equity; 0.50% annually for 100% fixed-income $4,000,000 - $7,000,000: 0.65% annually for 100% equity; 0.40% annually for 100% fixed-income $7,000,000 - $10,000,000: 0.50% annually for 100% equity; 0.30% annually for 100% fixed-income $10,000,000+: 0.35% annually for 100% equity; 0.20% annually for 100% fixed-income
Financial planning services billed in 30-minute increments, invoiced at project conclusion if no investment management engaged
Account minimum: $1,000,000 Fee-only: Fixed fees for some clients, typically a fixed dollar amount each quarter regardless of assets
Main office
285 Kappa Drive, Suite 220
Pittsburgh PA 15238
Advisors at this office
11
Most active in
California · Colorado · Florida · Georgia · Maine · Maryland · Massachusetts · New York · Ohio · Oregon · Pennsylvania · Texas · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
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