CRD: 120038
Appalachian Capital Management
$175.3M Total AUM
$175.3M Disc. AUM
-- 3Y CAGR
4 Employees
358 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway vitalFoundation signal +more
- Established Date
- 10-06-1999
- Office Locations
- 1
Office Locations
51461 Jennifer Lane Suite 215 St. Clairsville OH
About Appalachian Capital Management
Appalachian Capital Management is a CFP-led advisory firm in St. Clairsville, Ohio focused on personal financial planning and wealth preservation, spanning insurance, investing, retirement, and estate planning. The firm emphasizes client education with market performance data, newsletter content, calculators, and research reports, and uses Charles Schwab & Co. for custody.
Team overview
57 AVG AGE
$87.7M AVG AUM / ADVISOR
$489.7K AVG AUM / CLIENT
13.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Element Signal Momentum North optima Radial Matrix
Client Personas
Signal prime North
Custodian
Delta Wave North North Horizon alpha Quantum insight Quantum alpha
Investment Themes
Summit radial Legacy Frontier catalyst Focus
Investment Vehicles
Focus radial Horizon pioneer
Services
Atlas Foundation Vertex matrix Fusion timber Optima Insight foundation Meridian Timber vital Insight beacon Legacy
Technology
Atlas Wave unison Fusion optima
Owner & Executives
JOHN WILLIAM PARKINSON
Chief Compliance Officer, Director, President
- CRD
- #1809882
- Ownership
- 75% or more
(631) 259-6674
north.vector@embercapital.com
in linkedin.com/in/ember-delta
Showing 1 of 1 owners & executives
Unlock allContacts
M
Miranda R Parkinson
--
- CRD
- #8227952
(790) 979-3299
frontier.north@radialcapital.com
in linkedin.com/in/horizon-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,316,177 | $230,376 |
| Non-Discretionary | $0 | -- |
| Total | $175,316,177 | $230,376 |
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Separately Managed Accounts
Total SMA Asset: $175,316,177
Public Funds:
17.3% Equity - Exchange:
23.3% Cash:
24.3% Equity - OTC:
27.4% Other:
7.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $494,225,163 | 17.3% |
| Equity - Exchange | $665,632,734 | 23.3% |
| Cash | $694,200,663 | 24.3% |
| Equity - OTC | $782,761,241 | 27.4% |
| Other | $219,973,049 | 7.7% |
| Total | $2,856,792,850 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON OAK CREST | EMBER MOMENTUM | BTX35Q6VV | EJJ | 3.37% | $92,350,191 |
| VECTOR FUSION VITAL | PRIME EAGLE | HQ7QBLEMM | PJU | 0.93% | $78,466,176 |
| EAGLE PIONEER | MATRIX QUANTUM | TOVK1WK6W | CFMPK | 7.94% | $78,341,322 |
| CAPITAL OPTIMA | VERTEX ALPHA | 65EGJW5PH | GDAFZ | 1.63% | $90,811,391 |
| FOUNDATION RIDGE | ZENITH VECTOR | UGU4LBXCN | IZGYJ | 7.74% | $33,270,049 |
| ELEMENT BRIDGE | UNISON TIMBER | DP15UANIY | JKET | 8.12% | $92,781,407 |
| BRIDGE ELEMENT VITAL | OPTIMA FOUNDATION | HBTJVVIZ3 | QVHPJ | 4.37% | $73,150,622 |
| PIONEER CREST HORIZON | PRIME FUSION | TMXB33TUH | AUM | 8.89% | $53,941,588 |