Bill Few Associates, Inc.
Bill Few Associates, Inc. is a Pittsburgh-based, fee-only, SEC-registered investment advisory firm founded in 1987. The firm provides comprehensive financial planning and investment management services for individuals, high-net-worth individuals, small businesses, pension plans, and charitable organizations. With over 30 employees, Bill Few Associates is known for personalized, client-first service and offers a broad spectrum of financial planning and portfolio management solutions. The firm is a wholly owned subsidiary of Bill Few Financial Group, Inc., which is owned by its Employee Stock Ownership Trust. Bill Few Associates manages over $1 billion in AUM.
Investment Strategy
Bill Few Associates develops individualized investment strategies for each client by assessing their unique goals, risk tolerance, liquidity needs, and time horizon. Investment accounts are managed on a discretionary or non-discretionary basis, guided by a base asset allocation determined from fundamental and technical research and finalized via Investment Policy Committee review. While mutual funds are the primary investment vehicle, the firm's recommendations span a wide range of securities and products. Portfolios are periodically rebalanced, and allocation is actively adjusted based on market conditions to align with each client’s objectives, tax considerations, and market outlook.
Latest 13F Filing Activity
Bill Few Associates, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 199 equity positions with a total 13F market value of $388M. The fund increased holdings in Apple Inc., Alphabet Inc., Oracle Corp. among other positions. Bill Few Associates, Inc. reduced exposure to Ugi Corp. New, Ansys Inc., Disney Walt Co. among others.
Top Holdings
Equity Positions (199)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JMTG | J P MORGAN EXCHANGE TRADED F | 9.73% | $37.8M | 740,601 | $50.21 | $51.00 | +$1.6M |
A AAPL | APPLE INC | 5.85% | $22.7M | 89,150 | $178.20 | $254.63 | +$4.2M |
M MSFT | MICROSOFT CORP | 5.10% | $19.8M | 38,215 | $336.23 | $517.95 | +$644.5K |
N NVDA | NVIDIA CORPORATION | 4.34% | $16.8M | 90,251 | $28.73 | $186.58 | +$2.4M |
O ORCL | ORACLE CORP | 3.16% | $12.3M | 43,619 | $89.45 | $281.24 | +$2.6M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A Adam Logan | Senior Vice President - Portfolio Manager | Pittsburgh, PA , United States | |
 | Associate | United States |