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 RIA organized as an LLC that registered with the SEC in 2021. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management and offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Piedmont identifies as an equity-preferring manager, is not positioned as a capital allocator, and does not market itself as an ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2Andrew Coco
PartnerCRD 6991480
THOMAS SCHUCH
PartnerCRD 5971148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$213M in ETFs
76%
$161M
12%
$51.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $24.3M | 163,823 | 11.44% |
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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