CRD: 155682
Piedmont Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 3, 2025 and March 19, 2026, reported AUM increased 21.6%, from $407.7M to $495.6M.
Across 5 reported observations, AUM increased 42.3% between July 5, 2022 and March 19, 2026, from $348.4M to $495.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 96 clients, or 32 clients per representative. That equates to $5.2M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 19, 2026. 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Piedmont Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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
SMA allocation detail is available
Piedmont Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Piedmont Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.