Home / Directory / United States / Pennsylvania / The Coury Firm

The Coury Firm

Multifamily office listing in Pittsburgh, Pennsylvania, United States.

SEC-registered

Regulatory AUM: $1.3 billion
Employees: 23
Clients: 101-250
SEC CRD: 289145

A global multi-family-office platform helping families, entrepreneurs, companies and institutions invest, grow, preserve and protect wealth and business interests across generations.

Overview

The Coury Firm has operated since 1984, serving families, entrepreneurs, companies and institutions through an integrated global multi-family-office platform. Its work combines business advisory, multi-family-office support, asset management and client case-study work.

History

The Coury Firm has operated since 1984, helping families invest, grow, preserve and protect wealth and business interests across generations.

Leadership

- Gregg S. Coury, Chief Executive Officer and Chief Compliance Officer: Leads business strategy and oversees the firm’s offerings and compliance matters. - Jeff Coury, Executive Chairman: Has worked with the firm since 1995, including through its Business Advisory division. - Paul Coury, Principal and Senior Wealth Director for Private Wealth: Advises affluent individuals, families and closely held businesses. - Jeff Coury II, President and Co-Chief Investment Officer: Leads strategic and operational initiatives as well as the firm’s investment-management and research activities. - Thomas Deutsch, Co-Chief Investment Officer: Co-leads Asset Management, guiding asset allocation, portfolio strategies and investment programs across private and public markets.

Services

The Coury Firm provides strategic business advisory and succession-planning services for families, founders and entrepreneurs.

Its global multi-family-office platform supports families, entrepreneurs, companies and institutions through an integrated range of disciplines. The firm’s services include multi-family-office support, asset management and client case-study work.

Its asset-management practice serves family offices, foundations and other institutions, and manages specialized private investment vehicles.

What the firm offers

Investment management
Philanthropy

Client Focus

The Coury Firm serves families, entrepreneurs, companies and institutions, including affluent individuals, closely held businesses, family offices and foundations.

Approach

The firm describes its client work as an integrated, holistic approach spanning advisory, strategic and tactical services across multiple disciplines.

Registration

The Coury Firm states that investment advice is provided through Coury Firm Asset Management LLC, an SEC-registered investment adviser.

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289145. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2018	$518 million	$13 million	$505 million
2019	$778 million	$12 million	$766 million
2020	$851 million	$44 million	$807 million
2021	$897 million	$525 million	$372 million
2022	$1.0 billion	$708 million	$340 million
2023	$997 million	$705 million	$292 million
2025	$1.2 billion	$978 million	$211 million
2026	$1.3 billion	$1.1 billion	$222 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289145. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$5 million
2019	$5 million
2020	$4 million
2021	$4 million
2022	$5 million
2023	$4 million
2025	$5 million
2026	$5 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289145. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	89
High net worth individuals	117
Pooled investment vehicles	2
Pension plans	17
Charities	7
Corporations	20

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289145. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2018	18
2019	16
2020	18
2021	20
2022	17
2023	19
2025	21
2026	23

Ranks #2 of 7 SEC-registered firms in PA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289145. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

How long has The Coury Firm operated?

The Coury Firm has operated since 1984.

What services does The Coury Firm provide?

Its services include business advisory, succession planning, multi-family-office support, asset management, client case-study work and management of specialized private investment vehicles.

Who does The Coury Firm serve?

The firm serves families, entrepreneurs, companies and institutions, including affluent individuals, closely held businesses, family offices and foundations.

LocationMultifamily offices in Pennsylvania
This page lists multifamily offices in Pennsylvania, giving a family or business owner a regional starting point for comparing firms that may serve complex wealth needs. Reviewing nearby options can clarify which providers discuss investment management, philanthropy and multigenerational planning.
GuideMultifamily office services
This overview explains common multifamily office services, including investment management and philanthropic support. A prospective client can use it to map which functions matter most for family assets, operating businesses, charitable goals and institutional interests before speaking with a platform.
Network siteFamilyOfficeDatabases.com
FamilyOfficeDatabases.com offers directories of family offices and investors. For an owner considering outside advice, it can help identify other organizations by region, focus or client type, then frame questions about investment management, philanthropy, governance and multigenerational wealth coordination.
GuideMFO fee models compared
This fee models page compares ways multifamily offices may charge, such as percentage-based fees, retainers or combinations. Understanding these structures helps a family or business owner evaluate how costs could relate to investment management, philanthropic advising and the scope of ongoing services.
Similar firmsBaldwin Investment Management
Callan Family Office, LLC
Collective Family Office, LLC
These profiles provide comparison points for a reader reviewing The Coury Firm alongside Baldwin Investment Management, Callan Family Office, LLC, and Collective Family Office, LLC. Comparing stated services, client focus, geography and approach can help clarify which questions to ask about investments, philanthropy and family business continuity.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

Ask Richard

Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

Send a question Text or WhatsApp (808) 600-9260