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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
About Peattie Capital Management
Peattie Capital Management is an independent RIA providing separately managed accounts for wealthy individuals, families, family offices, and foundations (typically $1M+). Portfolios blend top-down macro analysis with bottom-up fundamental research, informed by 30+ years of institutional fixed income and hands-on equity experience. PCM offers a hedged, flexible approach that can raise cash and short to protect capital, without hedge-fund lockups or performance fees; Schwab is a primary custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 21, 2025. 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
- Investment Themes
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Owner & Executives
WILLIAM AUSTIN PEATTIE
Investment Advisor, Managing Member
- CRD
- #1402357
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Peattie Capital Management has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.