PIEDMONT CAPITAL MANAGEMENT, LLC

Overview

Piedmont Capital Management, LLC is an independent registered investment adviser that runs a concentrated, fee-based wealth management practice for high-net-worth individuals, families and institutions. The firm emphasizes discretionary portfolio management and financial planning, managing both individual accounts and pooled investment vehicles. Public funds and mutual funds make up a core portion of its investable universe, while the firm supplements equity exposure with ETFs and targeted alternative allocations, particularly real estate and a firm-advised private vehicle. Investment behavior points to a cost-aware, indexed tilt: the Vanguard 500 Index Fund is the single largest public holding, and ETF exposure outstrips direct stock positions. That mix suggests the firm favors liquid, low-cost ways to get broad-market equity exposure and uses select mutual funds and ETFs for core beta and diversification, while layering in private and real estate positions through its advisory fund and other third-party managers where clients require less liquid return-enhancing allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices