CRD: 155682
Piedmont Capital Management, LLC
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- Custodian
- Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2011
- Office Locations
- 1
Office Locations
About Piedmont Capital Management, LLC
Piedmont Trust is a multi-family office focused on the complexities of family wealth, serving individuals, families, multigenerational households, and family foundations. The firm provides comprehensive financial management across investments, estate planning, and tax coordination, and collaborates with clients’ other trusted advisors. Established in 1928, it highlights continuity in its team and cybersecurity excellence.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN RYAN FREEMAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
SUSAN BENSON GLEASON
Advisor, Chief Client Officer, EXECUTIVE VICE PRESIDENT, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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ORVILLE JOHN IGHARAS
Financial Advisor, General Partner
- CRD
- #5916738
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $495,622,727 | $2,222,523 |
| Non-Discretionary | $0 | -- |
| Total | $495,622,727 | $2,222,523 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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