D.b. Root & Company, LLC
● SEC registered since 2015CRD 188512SEC# 801-106632Pittsburgh, PA
Reg. AUM
$952.4M
Employees
22
Accounts
2,654
Location
Pittsburgh, PA
D.b. Root & Company, LLC assets under management
D.b. Root & Company, LLC is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2015. It reports $952.4 million in regulatory assets under management and employs 22 people.
D.b. Root & Company, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D.b. Root Management, Inc. Control | Parent Holding Company | Over 75% | 2017 |
| David Bond Root Control | Chief Executive Officer And Elected Manager | Under 5% | 2015 |
| Heather Ann Ostrowski Control | Chief Financial Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does D.b. Root & Company, LLC manage?
D.b. Root & Company, LLC reports $952.4 million in regulatory assets under management on its Form ADV.
How many employees does D.b. Root & Company, LLC have?
D.b. Root & Company, LLC reports 22 employees.
Where is D.b. Root & Company, LLC located?
D.b. Root & Company, LLC is based in Pittsburgh, PA and has been SEC-registered since 2015.
Does D.b. Root & Company, LLC disclose fund performance?
D.b. Root & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219 |
| Phone | 412-227-2800 |
| Fax | 412-227-2805 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1731717 |
| Discloses disciplinary history | No |
Regulatory AUM
$952.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$952.4Mregulatory AUM
Discretionary $952.4M