Piedmont Capital Asset Management LLC

Overview

Piedmont Capital Asset Management LLC is an independent, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm charges fees as a percentage of assets under management and acts as a capital allocator, blending pooled public funds with selective third‑party alternative managers. Its filings show a clear tilt toward publicly available mutual funds as the primary vehicle for client exposure, supplemented by allocations to hedge funds and real estate strategies to add diversification and return sources outside traditional equities and bonds. The firm is not positioned as an active ESG investor and does not present itself as a multi-state adviser. Piedmont Capital runs relatively concentrated relationships: a small client base with significant average investible capital per client. That client mix and the use of discretionary authority suggest a boutique advisory model oriented to customized portfolio construction rather than high-volume retail servicing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices