CRD: 333693
Piedmont Wealth Advisory
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- Custodian
- Fidelity/NFS · Raymond James · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-22-2024
- Office Locations
- 2
Office Locations
About Piedmont Wealth Advisory
Piedmont Wealth Advisory is a fiduciary wealth management and financial planning practice serving values-based individuals, families, and foundations locally and nationwide. The firm focuses on balancing risk for long-term returns and pairs portfolio management with emotionally engaged planning, including support through divorce, separation, or widowhood. It operates on a flat-fee model and offers client portals via eMoney and Raymond James InvestorAccess; advisory services are through Oak Barrel Wealth Advisory (RIA).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOUGLAS HART BIRNIE
FOUNDER, MANAGING DIRECTOR
- CRD
- #2646049
- Ownership
- 75% or more
JAMES ALBERT SEXTON
Chief Compliance Officer, Director, DIRECTOR OF FINANCIAL PLANNING
- CRD
- #6238381
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Paul Michael Bradley
Financial Advisor, General Partner
- CRD
- #6829668
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $353,748,214 | $575,200 |
| Non-Discretionary | $0 | -- |
| Total | $353,748,214 | $575,200 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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