Investment adviser · CRD 289145
THE COURY FIRM
Investment adviser filing (IA)
COURY FIRM ASSET MANAGEMENT LLC
PITTSBURGH, PA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.32B Form ADV · Item 5.F
- Client accounts
- 1,031 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 117 | $690,166,983 | 52.1% |
| Corporations & businesses | 20 | $236,114,681 | 17.8% |
| Retirement plans | 17 | $174,386,864 | 13.2% |
| Pooled investment vehicles | 2 | $167,426,781 | 12.6% |
| Individuals | 89 | $36,416,835 | 2.7% |
| Charities | 7 | $20,293,991 | 1.5% |
Filing source
Form ADV 2084318 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
P.I. GATEWAY SPC LTD.Hedge Fund · Last reported Mar 31, 2026$167MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US LLP
PCAOB 23
BMO HARRIS BANK N.A
LEI 3Y4U8VZURTYWI1W2K376
GOLDMAN SACHS CUSTODY SOLUTIONS
LEI FOR8UP27PHTHYVLBNG3
Fund details & source
- Fund ID
- 805-6430050859
- Reported beneficial owners
- 73
- Minimum commitment
- $500K
- Form D file number
- 021-359671
Form ADV 2084318 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COURY TACTICAL TREND LPHedge Fund · Last reported Nov 15, 2018$11MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WELLS FARGO SECURITIES, LLC
SEC 8-65876
WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876
Fund details & source
- Fund ID
- 805-1326965938
- Reported beneficial owners
- 10
- Minimum commitment
- $500K
Form ADV 1242587 · Nov 15, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
260 FORBES AVENUE, SUITE 1600PITTSBURGH, PA, 15222, United States
CRD 289145
Filing source
Form ADV 2084318 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.