Coury Firm Asset Management Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 252
- Avg AUM / client
- $5.3M
- Accounts
- 1,031
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $36.4M | 2.75% |
| High net worth individuals | 117 | $690M | 52.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $167M | 12.6% |
| Pension and profit sharing plans | 17 | $174M | 13.2% |
| Charitable organizations | 7 | $20.3M | 1.53% |
| Corporations and other businesses | 20 | $236M | 17.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $89.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| P.I. Gateway Spc Ltd. master | Hedge Fund | Cayman Islands | $89.4M | 73 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Adfitech, Inc. 401(k) Plan Adfitech, Inc. | 2024 | |
| The Perryman Company New Comparability Profit Sharing Plan The Perryman Company | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robertino Santino Coury | President, Chief Investment Officer | Apr 2015 (11y) | Less than 5% | |
| Gregg S. Coury | Chief Executive Officer | Jul 2017 (9y) | Less than 5% | |
| Coury, Jeff, C. | Trustee | Mar 2019 (7y) | GP / trustee / elected manager of The 4 A Trust (indirect) | |
| Craig William Montanye | Registered representative | Jun 2018 (8y) | ||
| Paul David Coury | Registered representative | Jun 2018 (8y) | ||
| Daniel J Novakowski | Registered representative | Oct 2018 (8y) | ||
| Benjamin Cline Sims | Registered representative | Mar 2024 (2y) | ||
| Trevor B Gulick Stutz | Registered representative | Nov 2024 (2y) | ||
| Ashley Suzanne Chupka | Registered representative | Jul 2025 (1y) | ||
| Christian Ordonez | Registered representative | Feb 2026 (0y) | ||
| James Dejaeger | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Coury Firm Holdings Lp | Sole Member | Jul 2017 | A | 75% or more |
| The 35 Th Family Trust | Limited Partner | Jul 2017 | B | ≈ 18.75% – 50% via The Coury Firm Holdings Lp |
| The Mc23 Trust | Member | Jul 2017 | B | 25% – 50% of Tcf Gp Llc (indirect) |
| The 4 A Trust | Limited Partner | Mar 2019 | B | ≈ 18.75% – 50% via The Coury Firm Holdings Lp |
| Gsc Holdings, Inc. | Limited Partner | Jun 2018 | B | ≈ 18.75% – 50% via The Coury Firm Holdings Lp |
| Tcf Gp Llc | General Partner | Jul 2017 | B | GP / trustee / elected manager of The Coury Firm Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The 35 Th Family Trust: 25% – 50% of The Coury Firm Holdings Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The 4 A Trust: 25% – 50% of The Coury Firm Holdings Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Gsc Holdings, Inc.: 25% – 50% of The Coury Firm Holdings Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Private funds (1, $89.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| P.I. Gateway Spc Ltd. | Hedge Fund | $89.4M | $500K | 73 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Adfitech, Inc. 401(k) Plan | Adfitech, Inc. | 128 | $9.4M | 01/01/2024 |
| The Perryman Company New Comparability Profit Sharing Plan | The Perryman Company | 703 | $102M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.38 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $784M (59% of AUM) Mar 2026
- Northern Trust $153M (13% of AUM) Mar 2024
- Fidelity Institutional $115M (9% of AUM) Mar 2026
- John Hancock Funds, Llc $97.7M (9% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗