CRD: 143153
Piedmont Capital Asset Management LLC
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- Custodian
- Charles Schwab & Company · First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2007
- Office Locations
- 1
Office Locations
About Piedmont Capital Asset Management LLC
Piedmont Capital Asset Management is a fee-only, fiduciary RIA serving individuals and families as well as retirement plans, trusts/estates, nonprofits, and businesses. The firm provides discretionary portfolio management with ongoing supervision and rebalancing, plus financial planning and defined-contribution plan management and employee education. Portfolios are built with an evidence-based approach implemented primarily with Dimensional, supported by TradePMR and Panoramix reporting/billing and trading tools.
Team overview
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
STUART FRIES PIERSON JR.
Financial Advisor, President
- CRD
- #4624082
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,971,534 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,971,534 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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