Piedmont Capital Management, LLC
Firm details
- Headquarters
- Whitefish, Montana
- CRD number
- 165775
- Registered since
- May 7, 2021
- Website
- piedmontcapitalmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.45%
- Individuals40.84%
- Charitable Organizations0.41%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Piedmont Capital Management, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm serves both individual & family clients and institutional clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Piedmont does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Exchange Traded Equities87%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Andrew Coco
PartnerCRD 6991480
Thomas Schuch
PartnerCRD 5971148
Diego Biggerstaff
Executive AssistantCRD 8295829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$201M in ETFs
70%
$141M
1%
$60.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP INDEX FUND (MGC) | Vanguard | $29.7M | 108,485 | 14.75% |
Location
Whitefish, MT
Flathead
Location
Whitefish, MT
Headquartered in Whitefish, MT, in the West of the United States.
- Region
- West
- County
- Flathead
- Address
- 6442 Us Highway 93 S
- Time zone
- MT (UTC-7)
- Office locations
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