P
$69.0M Total AUM
$69.0M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- TimberNorth fusion +more
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
555 Fayetteville Street Suite #300 Raleigh NC
About Piecapital
Piecapital is a Raleigh-based RIA. The firm has been operating for 2 years. Managing $69.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$69.0M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Horizon bridge Pioneer pioneer Momentum signal Catalyst Delta legacy
Client Personas
Summit vital
Custodian
Catalyst Vector Crest Bridge Prime
Investment Themes
Atlas Wave Crest wave Unison vertex
Investment Vehicles
Quantum vital
Platform
Atlas
Services
Alpha Zenith Focus oak Element eagle Meridian Pathway Oak element Signal horizon Oak crest Frontier focus
Technology
Horizon Crest pathway Fusion Beacon atlas
Owner & Executives
ROBERT WILSON REVELS
Chief Compliance Officer, Founder, Managing Member, Wealth Advisor
- CRD
- #6112647
- Ownership
- 75% or more
(898) 472-2375
foundation.signal@meridiancapital.com
in linkedin.com/in/fusion-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,950,687 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,950,687 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,950,687
Public Funds:
25.7% Equity - Exchange:
8.3% U.S. Government/Agency:
7.9% Cash:
20.5% Derivatives:
8.7% Equity - OTC:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $350,204,290 | 25.7% |
| Equity - Exchange | $113,100,996 | 8.3% |
| U.S. Government/Agency | $107,650,346 | 7.9% |
| Cash | $279,345,834 | 20.5% |
| Derivatives | $118,551,647 | 8.7% |
| Equity - OTC | $393,809,494 | 28.9% |
| Total | $1,362,662,607 | 100.0% |