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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2005
- Office Locations
- 2
Office Locations
About PYA Waltman Capital, LLC
PYA Waltman Capital (Knoxville, TN) provides personalized investment management and values-based financial planning for individuals, families, businesses, and institutions with fiduciary responsibilities. The team aligns portfolios to client goals and priorities with transparent, objective advice. Reported portfolios commonly use public funds and ETFs, and the firm’s custody relationship includes Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACK WILLIAM WALTMAN JR.
Certified Financial Planner, President
- CRD
- #4313008
- Ownership
- 25% but less than 50%
DOUGLAS ANDREW YOAKLEY
Director
- CRD
- #5049810
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Claire Covey Kluth
Financial Advisor
- CRD
- #7858386
Austin Miller Koplan
Portfolio Manager
- CRD
- #7379870
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $761,305,721 | $512,319 |
| Non-Discretionary | $244,664,909 | $5,825,355 |
| Total | $1,005,970,630 | $658,358 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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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