# Allegheny Financial Group

Allegheny Financial Group is a Bank / Wealth / Trust based in Pittsburgh, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pittsburgh, United States
- **Region:** North America
- **Address:** Pittsburgh, PA, United States
- **Founded:** 1976
- **Assets under management:** Undisclosed
- **Website:** www.alleghenyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/allegheny-financial-group

## Regulatory record

- **CRD number:** 104690
- **SEC file number:** 801-12566
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104690

## About

Allegheny Financial Group was founded in 1976 in Pittsburgh. It functions as a registered investment advisor offering asset management and planning services. The firm executes across buyout, early-stage, and growth strategies. It allocates through direct positions and advisory mandates for private clients. Geographic reach centers on the United States with no disclosed international offices. No team size, additional vehicles, or dated operational events from the last 24 months appear in available records. The firm remains a conventional RIA without adjacent philanthropic or operating-company structures noted. Governance follows standard RIA registration with no disclosed succession plan or hybrid co-investor club.

## Questions

### Who runs investment decisions at Allegheny Financial Group?

No named principals or CIO appear in public records.

### Does Allegheny Financial Group participate in fund commitments or only direct deals?

Available information lists both buyout and early-stage activity without specifying fund versus direct split.

### What investment stages does Allegheny Financial Group typically target?

The firm lists buyout, early-stage, and growth strategies.

## Related profiles

- [Allegheny College Endowment](https://altss.com/profile/allegheny-college-endowment)
- [Allegiance Financial Advisors](https://altss.com/profile/allegiance-financial-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/allegheny-financial-group

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