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Gregg Coury

The Coury Firm
29 Years of Experience
Pittsburgh, PA
Sells Insurance
View SEC Summary
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Gregg Coury is a registered investment advisor at The Coury Firm, based in Pittsburgh, PA, with 29 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 252 clients with $1.3B in assets under management.

The Coury Firm
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
252 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual advisory fee varies up to a maximum of 2.00% based on account complexity, portfolio style, and composition. The firm enforces a minimum annual fee of $30,000 for investment management and basic wealth planning.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

260 Forbes Avenue, Suite 1600, Pittsburgh, PA, 15222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregg is involved in several outside business activities, including being a board member of the Robert J Coury Family Foundation, Vice Chairman of E'O Management LLC, and owner of Eleventh Records, LLC. He is also the CEO of The Coury Firm LLC and Coury Firm Business Advisory LLC, and offers insurance products as an independent agent, dedicating a few hours per week to this.

Employment History
Current Registrations
The Coury Firm
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Coury Investment Advisors, INC.
February 2002 - June 2018 · 16 yrs 4 mos
Coury Investment Advisors, INC.
November 2001 - December 2017 · 16 yrs 1 mo
Fsc Securities CorporationBroker
September 1997 - December 2017 · 20 yrs 3 mos
Guardian Investor Services CorporationBroker
August 1997 - September 1997 · 1 mo
State Registrations4 states
CAFLPAWV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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