This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- VitalCapital summit
- 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%
Element vector
Delta element capital
- CRD
- #95011
- Ownership
- 24.9%
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $376,735,090
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $829,406,148 | 14.5% |
| Private Funds | $1,109,688,225 | 19.4% |
| Equity - Exchange | $554,844,113 | 9.7% |
| Cash | $1,115,408,268 | 19.5% |
| Municipal Bonds | $886,606,572 | 15.5% |
| Equity - OTC | $852,286,317 | 14.9% |
| U.S. Government/Agency | $371,802,756 | 6.5% |
| Total | $5,720,042,399 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE LEGACY | OAK RADIAL | RUJB31XOK | RNFX | 7.42% | $11,165,283 |
| VITAL VECTOR | INSIGHT SUMMIT | 6VP1WCCJ0 | SJXQH | 6.58% | $69,026,677 |
| PRIME CATALYST CATALYST | FRONTIER RIDGE | 3W437JLYI | ZUM | 5.26% | $88,089,364 |
| VALUE SUMMIT | BRIDGE VERTEX | G0INGC3M3 | XLKM | 10.79% | $24,560,755 |
| ALPHA PEAK | MATRIX FOCUS | XTLKBOHCZ | AOC | 10.26% | $99,511,021 |
| HORIZON NORTH CREST | ALPHA ZENITH | UHFWAJJFJ | WVL | 11.03% | $40,500,269 |
| HARBOR OPTIMA | CREST OAK | S7XXAA4KM | EKK | 5.98% | $87,432,962 |
| SUMMIT SUMMIT FRONTIER | DELTA OPTIMA | LND0STG0O | FIV | 2.69% | $72,587,290 |