Fee-only adviser · Pittsburgh, PA
US Asset Management, LLC
US Asset Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsburgh, Pennsylvania. On its latest Form ADV, filed March 5, 2026, it reports $358M in regulatory assets under management, 7 individual clients and 4 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 124234 · SEC file 801-61680 |
| Office | 211 N. Whitfield Street Suite 201 Pittsburgh, PA 15206 |
| Phone | (412) 231-8209 |
| Website | Not listed |
| Regulatory assets under management | $358M ($342M discretionary) |
| Individual clients | 0 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management, Selection of other advisers |
| Employees | 6 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 5, 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 also charges a percentage of assets managed for ongoing investment management.
- 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 reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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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