CRD: 165775
Piedmont Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst ridgeGlacier value +more
- Established Date
- 01-18-2013
- Office Locations
- 2
Office Locations
About Piedmont Capital Management, LLC
Piedmont Capital Management is a Montana-based, fee-based wealth management and financial planning firm. The team of Certified Financial Planners builds holistic plans across cash flow, retirement, education, estate considerations, risk and debt management, and small business consulting, with portfolios heavily implemented via ETFs. Works with entrepreneurs and families and can custody at Charles Schwab. New relationships start with a confidential online questionnaire and consultation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Andrew Lyle Coco
Co-Founder, Investment Advisor Representative
- CRD
- #6991480
- Ownership
- 50% but less than 75%
THOMAS MATTHEW SCHUCH
Investment Advisor Representative, Managing Partner
- CRD
- #5971148
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Diego Gabriel Biggerstaff
--
- CRD
- #8295829
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,829,166 | $197,806 |
| Non-Discretionary | $0 | -- |
| Total | $231,829,166 | $197,806 |
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Separately Managed Accounts
Total SMA Asset: $231,829,166
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $670,783,956 | 11.6% |
| Public Funds | $1,225,915,506 | 21.2% |
| U.S. Government/Agency | $1,139,176,201 | 19.7% |
| Cash | $1,052,436,896 | 18.2% |
| Equity - OTC | $1,694,307,751 | 29.3% |
| Total | $5,782,620,310 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA BRIDGE | WAVE FRONTIER | WS6EARR3X | NKE | 2.11% | $119,238,936 |
| HORIZON TIMBER VECTOR | VALUE EMBER | F4NJWFMVZ | BGYL | 9.01% | $31,186,781 |
| ALPHA LEGACY MATRIX | ELEMENT RADIAL | 43DEOTUYJ | YXQ | 3.08% | $33,934,063 |
| FUSION VECTOR | VALUE CAPITAL | ZNI2D151X | DALXX | 1.06% | $98,863,879 |
| ELEMENT CAPITAL EAGLE | NORTH CREST | SX0GU5UBK | DMV | 5.45% | $80,177,711 |
| MOMENTUM PEAK ATLAS | VERTEX BRIDGE | ILE18JCOL | HIG | 0.61% | $52,261,661 |
| HORIZON ALPHA UNISON | ATLAS ATLAS | TXWK63T8T | MHH | 11.97% | $87,555,728 |
| ALPHA BRIDGE RIDGE | PIONEER FUSION | 7SRHP0PNM | XYJHV | 7.99% | $46,253,293 |