Philadelphia Investment Partners, Llc
- Regulatory AUM
- $176M
- Discretionary
- $171M
- Clients
- 145
- Avg AUM / client
- $1.2M
- Accounts
- 343
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $16.2M | 9.23% |
| High net worth individuals | 55 | $133M | 75.7% |
| Pension and profit sharing plans | 3 | $5.4M | 3.06% |
| State or municipal government entities | 1 | $20.7M | 11.8% |
| Corporations and other businesses | 4 | $377K | 0.21% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Christopher Zeuli | Chief Compliance Officer | CFA | Feb 2006 (21y) | 75% or more |
| Shannon Leigh Mccue | Registered representative | Oct 2017 (9y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Philadelphia Investment Partners, Llc | Member | Jul 2010 | A | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.26 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Interactive Brokers $121M (69% of AUM) Mar 2026
- Truist Financial Corp $26.9M (15% of AUM) Mar 2026
- Altruist Financial $26.9M (15% of AUM) Mar 2026
- Principal Custody Solutions $20.7M (12% of AUM) Mar 2026
- Pershing $15.5M (19% of AUM) Mar 2019
- BNY Mellon $13.5M (16% of AUM) Mar 2019
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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗