D.B. ROOT & COMPANY, LLC
CRD #188512 SEC #801-106632 PITTSBURGH, PA 412-227-2800
SEC Registered
Total AUM
$829.8M
Discretionary
$829.8M
Employees
20
Clients
251
Accounts
2,536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $829.8M | $829.8M | $0 | 20 | 0 |
| Mar 2025 | $829.8M | $829.8M | $0 | 20 | 0 |
| Oct 2024 | $713.5M | $713.5M | $0 | 19 | 0 |
| Apr 2024 | $713.5M | $713.5M | $0 | 19 | 0 |
| Mar 2024 | $713.5M | $713.5M | $0 | 19 | 0 |
| Feb 2024 | $713.5M | $713.5M | $0 | 19 | 0 |
| Mar 2023 | $642.5M | $642.5M | $0 | 20 | 0 |
| Jul 2022 | $750.8M | $750.8M | $0 | 20 | 4 |
| May 2022 | $750.8M | $750.8M | $0 | 20 | 4 |
| Mar 2022 | $750.8M | $750.8M | $0 | 20 | 4 |
| Mar 2021 | $711.8M | $711.8M | $0 | 17 | 4 |
| Nov 2020 | $679.1M | $679.1M | $0 | 18 | 6 |
| Aug 2020 | $679.1M | $679.1M | $0 | 20 | 6 |
| Jun 2020 | $679.1M | $679.1M | $0 | 20 | 6 |
| Jun 2020 | $679.1M | $679.1M | $0 | 20 | 6 |
| May 2020 | $679.1M | $679.1M | $0 | 20 | 6 |
| Apr 2020 | $679.1M | $679.1M | $0 | 20 | 6 |
| Mar 2020 | $679.1M | $679.1M | $0 | 20 | 6 |
| Nov 2019 | $644.3M | $644.3M | $0 | 21 | 2 |
| Jul 2019 | $644.3M | $644.3M | $0 | 21 | 2 |
| Apr 2019 | $644.3M | $644.3M | $0 | 21 | 2 |
| Feb 2019 | $644.3M | $644.3M | $0 | 21 | 2 |
| Nov 2018 | $406.7M | $406.7M | $0 | 19 | 2 |
| Oct 2018 | $406.7M | $406.7M | $0 | 19 | 2 |
| Apr 2018 | $406.7M | $406.7M | $0 | 19 | 2 |
| Mar 2018 | $406.7M | $406.7M | $0 | 19 | 2 |
| Dec 2017 | $338.8M | $338.8M | $0 | 14 | 85 |
| Nov 2017 | $338.8M | $338.8M | $0 | 14 | 85 |
| Jul 2017 | $338.8M | $338.8M | $0 | 14 | 900 |
| Jul 2017 | $338.8M | $338.8M | $0 | 14 | 900 |
| May 2017 | $325.4M | $325.4M | $0 | 14 | 900 |
| Feb 2017 | $325.4M | $325.4M | $0 | 14 | 900 |
| Dec 2016 | $309.5M | $309.5M | $0 | 15 | 900 |
| Apr 2016 | $309.5M | $309.5M | $0 | 15 | 900 |
| Mar 2016 | $293.7M | $293.7M | $0 | 15 | 900 |
| Dec 2015 | $289M | $289M | $0 | 15 | 0 |
| Oct 2015 | $0 | $0 | $0 | 15 | 0 |
| Sep 2015 | $0 | $0 | $0 | 15 | 0 |
| Sep 2015 | $0 | $0 | $0 | 15 | 0 |
DateNov 2025
Total AUM$829.8M
Discretionary$829.8M
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$829.8M
Discretionary$829.8M
Non-Disc.$0
Employees20
Clients0
DateOct 2024
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees19
Clients0
DateApr 2024
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees19
Clients0
DateFeb 2024
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$642.5M
Discretionary$642.5M
Non-Disc.$0
Employees20
Clients0
DateJul 2022
Total AUM$750.8M
Discretionary$750.8M
Non-Disc.$0
Employees20
Clients4
DateMay 2022
Total AUM$750.8M
Discretionary$750.8M
Non-Disc.$0
Employees20
Clients4
DateMar 2022
Total AUM$750.8M
Discretionary$750.8M
Non-Disc.$0
Employees20
Clients4
DateMar 2021
Total AUM$711.8M
Discretionary$711.8M
Non-Disc.$0
Employees17
Clients4
DateNov 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees18
Clients6
DateAug 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees20
Clients6
DateJun 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees20
Clients6
DateJun 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees20
Clients6
DateMay 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees20
Clients6
DateApr 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees20
Clients6
DateMar 2020
Total AUM$679.1M
Discretionary$679.1M
Non-Disc.$0
Employees20
Clients6
DateNov 2019
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees21
Clients2
DateJul 2019
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees21
Clients2
DateApr 2019
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees21
Clients2
DateFeb 2019
Total AUM$644.3M
Discretionary$644.3M
Non-Disc.$0
Employees21
Clients2
DateNov 2018
Total AUM$406.7M
Discretionary$406.7M
Non-Disc.$0
Employees19
Clients2
DateOct 2018
Total AUM$406.7M
Discretionary$406.7M
Non-Disc.$0
Employees19
Clients2
DateApr 2018
Total AUM$406.7M
Discretionary$406.7M
Non-Disc.$0
Employees19
Clients2
DateMar 2018
Total AUM$406.7M
Discretionary$406.7M
Non-Disc.$0
Employees19
Clients2
DateDec 2017
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees14
Clients85
DateNov 2017
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees14
Clients85
DateJul 2017
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees14
Clients900
DateJul 2017
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees14
Clients900
DateMay 2017
Total AUM$325.4M
Discretionary$325.4M
Non-Disc.$0
Employees14
Clients900
DateFeb 2017
Total AUM$325.4M
Discretionary$325.4M
Non-Disc.$0
Employees14
Clients900
DateDec 2016
Total AUM$309.5M
Discretionary$309.5M
Non-Disc.$0
Employees15
Clients900
DateApr 2016
Total AUM$309.5M
Discretionary$309.5M
Non-Disc.$0
Employees15
Clients900
DateMar 2016
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees15
Clients900
DateDec 2015
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees15
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0