Overview

Headquarters
Pittsburgh, PA
Total Firm Assets
$5.3 billion
Average High-Net-Worth Client Portfolio Size
$0.8 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: JANNEY CAPITAL MANAGEMENT INVESTMENT MANAGEMENT DISCLOSURE BROCHURE (2025-10-03) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $5,000 0.50%
$5 million $25,000 0.50%
$10 million $50,000 0.50%
$50 million $250,000 0.50%
$100 million $500,000 0.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
52.42%
Number of High-Net-Worth Clients
3,658
Total Client Accounts
14,293
Discretionary Accounts
7,806
Non-Discretionary Accounts
6,487

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
159506
  • JANNEY CAPITAL MANAGEMENT INVESTMENT MANAGEMENT DISCLOSURE BROCHURE (2025-10-03) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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