$534.1M Total AUM
$534.1M Disc. AUM
14.5% 3Y CAGR
5 Employees
165 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Alpha capitalHarbor +more
- Established Date
- 06-28-2007
- Office Locations
- 1
Office Locations
4840 W. Panther Creek, Suite 210 THE Woodlands TX
About Peirce Capital Management, LLC
Peirce Capital Management is a fiduciary RIA founded in 2007 that builds goal-based financial plans and custom portfolios for individuals and families, including entrepreneurs, using academically based, evidence-driven investing. The team provides ongoing guidance across retirement, tax, insurance, and complex life decisions, and custodies client assets with Schwab and Fidelity.
Team overview
42 AVG AGE
$106.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
9.1 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Prime Momentum Horizon fusion
Client Personas
Insight bridge
Custodian
Element Legacy Eagle insight Focus
Fund Managers
Wave value
Investment Themes
Legacy momentum Frontier prime Signal ember Ridge pathway
Investment Vehicles
Value
Platform
Eagle
Services
Frontier Alpha eagle Element eagle Vector Legacy Foundation Element glacier Legacy fusion Element capital
Technology
Bridge Momentum Glacier
Owner & Executives
W
WESLEY MICHAEL PEIRCE
Chief Compliance Officer, Founder
- CRD
- #5372367
- Ownership
- 50% but less than 75%
(326) 261-7289
value.north@focuscapital.com
in linkedin.com/in/optima-zenith
MARK DANIEL HEIDER
Wealth Advisor
- CRD
- #6279489
- Ownership
- 25% but less than 50%
(920) 318-9444
vital.pioneer@signalcapital.com
in linkedin.com/in/delta-glacier
C
Catalyst bridge
Momentum vital
- CRD
- #17725
- Ownership
- 37.4%
(402) 419-5912
bridge.glacier@optimacapital.com
in linkedin.com/in/bridge-wave
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL TORREY BINGHAM JR.
Wealth Advisor
- CRD
- #6323927
(486) 340-6172
momentum.peak@meridiancapital.com
in linkedin.com/in/vertex-beacon
J
Jason Matthew Peirce
Certified Financial Planner
- CRD
- #7657195
(802) 513-9374
ember.matrix@oakcapital.com
in linkedin.com/in/harbor-north
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $534,142,874 | $522,134 |
| Non-Discretionary | $0 | -- |
| Total | $534,142,874 | $522,134 |
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Separately Managed Accounts
Total SMA Asset: $534,142,874
Public Funds:
15.7% Cash:
25.6% U.S. Government/Agency:
9.9% Municipal Bonds:
29.7% Equity - Exchange:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $310,927,818 | 15.7% |
| Cash | $506,990,582 | 25.6% |
| U.S. Government/Agency | $196,062,764 | 9.9% |
| Municipal Bonds | $588,188,293 | 29.7% |
| Equity - Exchange | $378,262,505 | 19.1% |
| Total | $1,980,431,962 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT FOUNDATION | FUSION CAPITAL | 5GVMU9I5N | JTZS | 6.04% | $92,861,653 |
| CAPITAL GLACIER | FOUNDATION DELTA | S03UPAALM | ODRRP | 5.66% | $115,613,180 |
| DELTA PEAK | BRIDGE QUANTUM | S01Z32530 | KCVB | 1.87% | $52,597,406 |
| BRIDGE HORIZON | DELTA RIDGE | 3X6RP6K2K | OWYE | 11.53% | $98,575,195 |
| OPTIMA MATRIX RIDGE | FRONTIER NORTH | OO9VJKHU7 | UMHW | 11.21% | $55,866,102 |
| ELEMENT PRIME | MERIDIAN ZENITH | 9TJDHC5HY | HNIZ | 7.35% | $65,450,009 |
| PIONEER UNISON | OPTIMA VALUE | STT791CQ1 | RAUA | 3.57% | $115,198,193 |
| NORTH INSIGHT | TIMBER PIONEER | LVBE228WG | QEOKX | 9.80% | $41,813,747 |