Piecapital
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 328743
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.86%
- Individuals2.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Piecapital is an independent, LLC-structured registered investment adviser focused on individuals and families. The firm provides financial planning and discretionary portfolio management for individual clients and small businesses. Its fee arrangements include a percentage-of-AUM component plus fixed fees. Piecapital is not positioned as a capital allocator and does not market itself as an ESG investor.
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 Funds86%
- Exchange Traded Equities6%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Robert Revels
Chief Compliance OfficerCRD 6112647
Contacts
1 of 1
Sarah Slattery
Head of Planning StrategyCRD 4661120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 555 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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