Fort Pitt Capital Group
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15Rank #1200 of mapped providers
Assets under administration$5.0B0.0%Market share · rank #1922
Fees received$776,085Median $18,179/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Fort Pitt Capital Group plan look like?
Service mix · median fees per plan
Count of plans where Fort Pitt Capital Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 8 | $22,392 | |
Investment advisory (participants); Direct payment from the planCode 26 | 5 | $16,463 | |
Other feesCode 99 | 2 | $5,200 |
Competitor overlap
Percent of Fort Pitt Capital Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Fort Pitt Capital Group.
| Sponsor | From | Assets |
|---|---|---|
INSTRUCTIONAL EMPOWERMENT INCPA · 880614766-002 | (new plan) | $5M |
Plans lost in 2024
Appeared last year under Fort Pitt Capital Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
CROWN CASTLE INC.TX · 760470458-001 | Morningstar Investment Management | $1.1B |
INSTRUCTIONAL EMPOWERMENT INC.PA · 880614766-001 | (new plan) | $408,418 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $7,818 | 6y | 1 |
SCRIPPS CLINIC MEDICAL GROUP, INC.CA · 952885574-003 | $962M | 1,320 | $8,184 | 4y | 2 |
PENN STATE HEALTHPA · 473769205-002 | $532M | 20,282 | $2,582 | 6y | 1 |
ECKERT SEAMANS CHERIN & MELLOTT, LLCPA · 251056909-001 | $253M | 736 | $8,811 | 5y | - |
DENTONS COHEN & GRIGSBY, P.C.PA · 251491692-001 | $151M | 215 | $428,500 | 10y | - |
DENTONS COHEN & GRIGSBY P.C.PA · 251491692-002 | $40M | 237 | $78,177 | 10y | 1 |
WESLEY FAMILY SERVICESPA · 820653875-004 | $30M | 850 | $65,276 | 3y | - |
NICHE.COM, INC.PA · 412054230-001 | $23M | 436 | $47,399 | 4y | 1 |
LIBERTAS COPPER, LLCPA · 453636909-003 | $20M | 366 | $18,179 | 2y | 1 |
NORTHWOOD HEALTH SYSTEMS INC.WV · 550540374-001 | $16M | 578 | $14,615 | 1y | - |
Flag exposure
93.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into Fort Pitt Capital Group.
- FORT PITT CAPITAL
- FORT PITT CAPITAL GROUP
- FORT PITT CAPITAL GROUP LLC
- FORT PITT CAPITAL GROUP, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Fort Pitt Capital Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 5 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 26.67% | 1.76% | +24.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Fort Pitt Capital Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Fort Pitt Capital Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| FORVIS | 2 | 13.3% |
| Cook Martin & Poulson, PC | 1 | 6.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).