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Gierl Augustine Investment Management, Inc. (Sarver)


Gierl Augustine Investment Management, Inc. is a large advisory firm based in Sarver. It manages $239.79 million of regulatory assets for 1,493 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, New Hampshire, North Carolina, and 5 other states.

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Gierl Augustine Investment Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gierl Augustine Investment Management: assets under management

The assets under management (AUM) of Gierl Augustine Investment Management, Inc. is $239.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 441% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $239.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.61 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gierl Augustine Investment Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Gary Earl Augustine Officer 1 Jan 2005 50% - 75% 1979841
Stephen William Gierl Officer 1 Jan 2005 50% - 75% 1086533

Based in Sarver

The principal office where Gierl Augustine Investment Management, Inc. performs its advisory services is located at 344 North Pike Road, Sarver, PA 16055, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-353-1800 or by fax 724-353-1832. The normal business hours are 8:00am-4:30 pm on Monday - Friday. You can find more information about the New York firm at gierlaugustine.com.


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