Fee-only adviser · Pittsburgh, PA
Venator Management LLC
Venator 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 30, 2026, it reports $512M in regulatory assets under management, 78 individual clients and 2 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 | 310406 · SEC file 801-119414 |
| Office | 607 Washington Road Suite 400 Pittsburgh, PA 15228 |
| Phone | (412) 586-3747 |
| Website | www.venatormanagement.com |
| Regulatory assets under management | $512M |
| Individual clients | 13 non-high-net-worth, 65 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 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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