Piecapital
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 328743
- Website
- piecapital.com
- 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 Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Its billing mixes a percentage-of-AUM schedule with fixed fees. Piecapital reports it does not pursue ESG investing as a policy and does not act as a capital allocator or a related adviser. The firm is registered to do business in the District of Columbia, Louisiana, and North Carolina. Advisory services emphasize bespoke planning and managed portfolios rather than running proprietary funds or acting as a multi-adviser platform.
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
FINTRXContacts
FINTRXWealth 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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