FEDERATED INVESTMENT COUNSELING
Latest filing: Mar 14, 2025 (47 days ago)
AUM
$199,641,239,415
8% change vs. 1 year ago
34% change vs. 3 years ago
73% change vs. 5 years ago
237% change vs. 10 years ago
Employee Count
213
-1% change vs. 1 year ago
8% change vs. 3 years ago
13% change vs. 5 years ago
41% change vs. 10 years ago
Main Office
PITTSBURGH, PA
1001 LIBERTY AVENUE, PITTSBURGH, PA, UNITED STATES, 15222-3779
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $199.6 |
| Non-Discretionary | $0.0 |
| Total | $199.6 |
| Client | AUM |
|---|---|
| Retail | $3.5 |
| Pooled | $14.9 |
| Institutional | $181.3 |
| Total | $199.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 6,357 | $3.2 |
| Average Individual AUM | $507,523 | |
| HNW | 163 | $0.3 |
| Average HNW AUM | $1,783,648 | |
| Retail Total | 6,520 | $3.5 |
| Average Retail AUM | $539,426 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BNY MELLON | PITTSBURGH-PA-USA | $33.4 |
| STATE STREET BANK & TRUST COMPANY | NORTH QUINCY-MA-USA | $30.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $184.8 |
| Retail SMA AUM | $3.5 |
| Institutional SMA AUM | $181.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 11% | $20.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 25% | $46.2 |
| Municipal | 1% | $1.8 |
| Sovereign | 0% | $0.0 |
| IG Credit | 34% | $62.8 |
| HY Credit | 9% | $16.6 |
| Derivatives | 5% | $9.2 |
| Investment Companies | 14% | $25.9 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $182.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FEDERATED INVESTMENT MANAGEMENT COMPANY | $542.4 | 105138 | |
| HERMES INVESTMENT MANAGEMENT LIMITED | $24.9 | 153104 | |
| FEDERATED HERMES (UK) LLP | $20.4 | 169087 | |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | $14.8 | 106277 | |
| FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | $12.8 | 128610 | |
| FEDERATED MDTA LLC | $11.7 | 109355 | |
| HERMES GPE LLP | $8.6 | 151848 | |
| HERMES GPE (USA) INC | $1.5 | 166839 | |
| HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
| FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
| FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC | $0.0 | - | |
| HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 | |
| FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
| FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
| FEDERATED HERMES JAPAN LTD. | $0.0 | - | |
| FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
| HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
| FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| DONAHUE, JOHN, CHRISTOPHER | TRUSTEE |
| FISHER, JOHN, BASIL | TRUSTEE, PRESIDENT,CEO |
| DONAHUE, THOMAS, ROBERT | TRUSTEE, TREASURER |
| AUTH, STEPHEN, FRANK | EVP, CIO - EQUITY |
| CUNNINGHAM, DEBORAH, ANN | EXEC VICE PRESIDENT/CIO-MONEY MARKETS |
| OSTROWSKI, ROBERT, JOHN | EXEC VICE PRESIDENT/CIO-GLOBAL FIXED INCOME |
| OCHSON, MARY JO | CIO -TAX-FREE MONEY MARKETS |
| MAGERA, GEORGE, FRANK | SECRETARY |
| VAN METER, STEPHEN, PAUL | CHIEF COMPLIANCE OFFICER |
| UHLMAN, PAUL, ADAM | EXECUTIVE VICE PRESIDENT |
| GALLAGHER, JAMES, JOSEPH | TRUSTEE |
| JACOBS, GINA | TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
42 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT SCHWARTZ | PITTSBURGH | PA | S65|2021-04-30 | ||||||
| ERICA RAVER | PITTSBURGH | PA | S63|2002-10-31|S65|2006-09-29 | ||||||
| LINDA DUESSEL | PITTSBURGH | PA | CHARTERED FINANCIAL ANALYST | ||||||
| STEPHEN GUTCH | PITTSBURGH | PA | CHARTERED FINANCIAL ANALYST | ||||||
| JARED HOFF | PITTSBURGH | PA | S65|2013-06-03 | ||||||
| PAUL ZUBER | PITTSBURGH | PA | S63|1995-09-27|S66|2009-11-24 | ||||||
| MARK WEISS | PITTSBURGH | PA | CHARTERED FINANCIAL ANALYST | ||||||
| RICHARD BRINER | PITTSBURGH | PA | S66|2001-05-22 | ||||||
| IHAB SALIB | PITTSBURGH | PA | S63|1987-02-12 | ||||||
| ANNE KRUCZEK | PITTSBURGH | PA | S65|2001-03-13 | ||||||
| KEVIN FITZPATRICK | PITTSBURGH | PA | S63|2003-06-04|S65|2006-06-26 | ||||||
| MARIA RIGGI | PITTSBURGH | PA | S66|2005-09-01 | ||||||
| MICHAEL TUCKER | PITTSBURGH | PA | S65|2017-02-17 | ||||||
| ROBERT OSTROWSKI | PITTSBURGH | PA | S65|1990-04-26 | ||||||
| JOHN FISHER | PITTSBURGH | PA | S63|1980-10-27|S65|1993-06-14 | ||||||
| MADISON DISCHINGER | PITTSBURGH | PA | S66|2013-05-03 | ||||||
| ANNE HILLWIG | PITTSBURGH | PA | S66|2015-05-29 | ||||||
| DANIEL PERIS | PITTSBURGH | PA | |||||||
| GORDON CERESINO | PITTSBURGH | PA | S63|1997-05-07|S65|1995-01-30 | ||||||
| DAVID CATALANE | PITTSBURGH | PA | S65|2012-10-15 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $199.6 | $0.0 | 0% | 213 | 0 | 0% |
| 2024-04-02 | $185.5 | $14.2 | 8% | 215 | -2 | -1% |
| 2023-04-04 | $164.8 | $34.9 | 21% | 210 | 3 | 1% |
| 2022-04-01 | $148.6 | $51.1 | 34% | 198 | 15 | 8% |
| 2021-04-05 | $126.4 | $73.3 | 58% | 196 | 17 | 9% |
| 2020-04-01 | $115.6 | $84.1 | 73% | 189 | 24 | 13% |
| 2019-04-01 | $98.5 | $101.1 | 103% | 178 | 35 | 20% |
| 2018-04-02 | $77.1 | $122.5 | 159% | 177 | 36 | 20% |
| 2017-04-01 | $70.4 | $129.2 | 184% | 173 | 40 | 23% |
| 2016-04-01 | $58.3 | $141.3 | 242% | 171 | 42 | 25% |
| 2015-04-01 | $59.3 | $140.4 | 237% | 151 | 62 | 41% |
| 2014-04-01 | $66.8 | $132.9 | 199% | 162 | 51 | 31% |
| 2013-04-01 | $58.1 | $141.5 | 244% | 155 | 58 | 37% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, AK-11/20/1992, AL-05/15/2000, AR-11/15/1993, AZ-08/29/1994, CA-04/19/1994, CO-03/16/2015, CT-12/15/1997, DC-02/13/1994, DE-08/01/2003, FL-05/12/1989, GA-07/29/1992, HI-01/24/1995, IA-06/15/2000, ID-01/01/1994, IL-08/01/1989, IN-02/07/2001, KS-09/24/1993, KY-07/21/1993, LA-10/05/2001, MA-04/14/1994, MD-10/19/1993, ME-01/01/1994, MI-12/09/1997, MN-01/02/2001, MO-03/25/1994, MS-09/25/1997, MT-01/01/1998, NC-01/02/2001, ND-02/09/1994, NE-02/08/1994, NH-09/18/1973, NJ-04/25/1994, NM-03/16/1994, NV-11/04/1993, NY-08/05/1993, OH-05/11/2000, OK-01/01/1998, OR-01/07/1997, PA-08/01/1989, PR-09/08/2005, RI-02/21/1994, SC-01/02/2001, SD-12/29/1993, TN-01/01/1990, TX-07/20/1989, UT-01/31/1994, VA-07/05/1989, VI-06/10/2016, VT-11/21/1994, WA-02/15/1994, WI-05/09/2000, WV-08/03/1993, WY-07/25/2017 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV