APPALACHIAN CAPITAL MANAGEMENT
Firm details
- Headquarters
- Saint Clairsville, Ohio
- CRD number
- 120038
- Registered since
- May 17, 2024
- Website
- www.appcapitalmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.51%
- Individuals34.74%
- Charitable Organizations2.64%
- Pension & Profit Sharing Plans0.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Appalachian Capital Management is a corporation focused on fee-based portfolio management for individuals, small businesses and institutional clients. The firm is owned by an individual and registered with the SEC (registration year listed as 2024). It charges clients a percentage of assets under management and does not identify as an active ESG investor or a multi-state adviser. Advisory services emphasize discretionary portfolio management rather than pension consulting or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Other1%
Contacts
2 of 2Miranda Parkinson
Operations Vice PresidentCRD 8227952
JOHN PARKINSON
PresidentCRD 1809882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$153M in ETFs
77%
$117M
13%
$35.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $39.5M | 1,573,653 | 25.79% |
Location
Saint Clairsville, OH
BELMONT
Location
Saint Clairsville, OH
Headquartered in Saint Clairsville, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- BELMONT
- Address
- 51461 Jennifer Ln
- Time zone
- ET (UTC-5)
- Office locations
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