# The Coury Firm

> The Coury Firm is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 289145
- Filed as: THE COURY FIRM
- Legal name: Coury Firm Asset Management LLC
- Also doing business as: P.I. GATEWAY, THE COURY FIRM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289145
- AdvisorCensus page: https://advisorcensus.com/firm/the-coury-firm-pittsburgh-pa-289145

## Quick answers

**How is The Coury Firm compensated?**
On its Form ADV (Item 5.E, October 2026), The Coury Firm reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Coury Firm located?**
The Coury Firm's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is The Coury Firm registered with the SEC or a state?**
The Coury Firm is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289145.

**How much does The Coury Firm manage?**
The Coury Firm reports $1,324,806,135 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (83% discretionary).

**How have The Coury Firm's assets and staff changed since 2021?**
In the Form ADV data for The Coury Firm: Regulatory assets under management: $896,716,031 in the October 2021 data and $1,324,806,135 in the October 2026 data, up 48%. Total employees: 20 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Coury Firm serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (89); corporations or other businesses not listed above (20).

**Which custodians does The Coury Firm use?**
The Coury Firm's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Institutional as custodians holding 10% or more of its separately managed account assets.

**Does The Coury Firm report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289145

**What changed in The Coury Firm's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Regulatory assets under management went from $1,189,533,934 to $1,324,806,135 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Institutional

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,324,806,135
- Discretionary: $1,103,224,964
- Non-discretionary: $221,581,171

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $36,416,835 |
| High net worth individuals | 117 | $690,166,983 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $167,426,781 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $174,386,864 |
| Charitable organizations | 7 | $20,293,991 |
| Corporations or other businesses not listed above | 20 | $236,114,681 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 23 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, PA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [couryfirm.com](https://couryfirm.com)
- [pigatewayco.com](https://pigatewayco.com)
- LinkedIn @couryfirm
- LinkedIn @posts

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $896,716,031 | 20 | March 30, 2021 |
| October 2022 | $1,048,385,969 | 17 | April 22, 2022 |
| October 2023 | $997,019,611 | 19 | March 31, 2023 |
| October 2024 | $1,141,821,346 | 24 | March 29, 2024 |
| October 2025 | $1,189,533,934 | 21 | March 31, 2025 |
| October 2026 | $1,324,806,135 | 23 | March 31, 2026 |

Regulatory assets under management: $896,716,031 in the October 2021 data and $1,324,806,135 in the October 2026 data, up 48%.
Total employees: 20 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 12.
- Regulatory assets under management went from $1,189,533,934 to $1,324,806,135 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Coury Firm (CRD 289145): Form ADV filing data as of October 2026.