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THE COURY FIRM

PITTSBURGH, PA · CRD 289145 · IAPD ↗ · couryfirm.com · 412-261-5744

$1.32BRegulatory AUM
12Advisory reps
23Employees
2Clients
101-250Planning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — THE COURY FIRM grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — THE COURY FIRM shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — THE COURY FIRM now reports custody of client assets ($404.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2024 — THE COURY FIRM crossed $1B in regulatory AUM ($997.0M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.