Fee-only adviser · Pittsburgh, PA
Bokeh Capital Partners LLC
Bokeh Capital Partners LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with a mailing address in Pittsburgh, Pennsylvania (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 15, 2026, it reports $23M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 312964 |
| Office | Pittsburgh, PA (mailing address; office not published) |
| Phone | (833) 265-3427 |
| Website | www.bokehcapitalpartners.com |
| Regulatory assets under management | $23M ($17M discretionary) |
| Individual clients | 9 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pittsburgh
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- Mfa Wealth Advisors, LLC $605M
- Hapanowicz Financial $622M
- Guyasuta Investment Advisors, Incorporated $2.4B
- Trebuchet Consulting, LLC $1.1B
- Ewa, LLC $751M
See all 38 fee-only advisers in Pittsburgh →
Nearby
- Oakmont 1 firm
- Sewickley 6 firms
- Monroeville 1 firm
- White Oak 1 firm
- Venetia 1 firm
- Wexford 7 firms
- Canonsburg 7 firms
- McMurray 2 firms
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