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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-1999
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 24, 2025 and March 16, 2026, reported AUM increased 18.8%, from $147.6M to $175.3M.
Across 5 reported observations, AUM increased 435.2% between February 28, 2011 and March 16, 2026, from $32.8M to $175.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 358 clients, or 179 clients per representative. That equates to $489.7K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN WILLIAM PARKINSON
Chief Compliance Officer, Director
- CRD
- #1809882
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Miranda R Parkinson
--
- CRD
- #8227952
Showing 1 of 2 contacts
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| 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
SMA allocation detail is available
Appalachian Capital Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Appalachian Capital Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.