Cookson Peirce & Co Inc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 110729
· SEC file 801-21341
· Pittsburgh, PA
· m.facebook.com
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ADV data as of May 12, 2026
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 1,648
- Avg AUM / client
- $1.6M
- Accounts
- 2,505
- Employees
- 29
AUM over time
$448M
$2.6B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,414 | $1.5B | 57.3% |
| High net worth individuals | 130 | $694M | 27.1% |
| Investment companies | 1 | $116M | 4.54% |
| Pension and profit sharing plans | 54 | $65.3M | 2.56% |
| Charitable organizations | 23 | $106M | 4.14% |
| State or municipal government entities | Fewer than 5 clients | $3.5M | 0.14% |
| Corporations and other businesses | 26 | $108M | 4.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The World Group Savings And Investment Plan World Group Llc | 2024 | |
| Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust Anesthesia Associates, P.L.L. | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan And Trust Ohio Anesthesia Group, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Wilson Miller | Secretary And Chief Investment Officer | CFA | Apr 2001 (25y) | 25% – 50% |
| Daniel Scott Henderson | Chairman | Apr 2002 (24y) | 25% – 50% | |
| Cory Scott Krebs | Ceo/President | Feb 2004 (22y) | 25% – 50% | |
| Christian Matthew Brown | Director Of Instutional Group | CFP | Mar 2009 (17y) | Less than 5% |
| Miller, Robin, Marie | Chief Compliance Officer/Chief Finance Officer | Sep 2010 (16y) | Less than 5% | |
| Daniel James Meyers | Director Of Private Client | CFP | Aug 2013 (13y) | 10% – 25% |
| Janelle Marie Woods | Regional Managing Director | CFP | Aug 2015 (11y) | 10% – 25% |
| Luke Oneill | Director Of Investments | CFA | Jun 2018 (8y) | 10% – 25% |
| Joshua Christopher Beas | Registered representative | Feb 2013 (14y) | ||
| Beth Ann Williams | Registered representative | Mar 2016 (10y) | ||
| Scott Bryan Oros | Registered representative | CFP | Jul 2017 (9y) | |
| Aaron Christopher Gates | Registered representative | CFP | Jan 2019 (8y) | |
| Sean David Volk | Registered representative | CFA | Mar 2021 (5y) | |
| Timothy Douglass Johns | Registered representative | Apr 2022 (4y) | ||
| Thomas R. Oakley | Registered representative | Jul 2023 (3y) | ||
| Christian James Papazian | Registered representative | CFP CFA | Mar 2024 (2y) | |
| Siegfried Luke Saftner | Registered representative | May 2024 (2y) | ||
| Heath Austin Black | Registered representative | May 2025 (1y) | ||
| Nicole Leah White | Registered representative | Jul 2025 (1y) | ||
| Cory Allen Sweitzer | Registered representative | Dec 2025 (1y) | ||
| Gregory Michael Liro | Registered representative | Dec 2025 (1y) | ||
| Jacob Imling | Registered representative | Apr 2026 (0y) | ||
| Preston James Ptak | Registered representative | CFP | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The World Group Savings And Investment Plan | World Group Llc | 876 | $75.1M | 01/01/2024 |
| Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust | Anesthesia Associates, P.L.L. | 18 | $3.3M | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan And Trust | Ohio Anesthesia Group, Inc. | 107 | $62.1M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (92% of AUM) May 2026
- Fidelity Distributors Company Llc $78.0M (3% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗