Piedmont Capital Management, LLC
Piedmont Capital Management, LLC is an SEC-registered wealth manager in Greenboro, NC with $495.6M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Piedmont Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155682, SEC 801-110286, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $495.6M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Greenboro, NC
- Employees
- 24
- Clients
- 96
- CRD
- 155682
- Ownership
- PIEDMONT FINANCIAL, LLC; SIMMS, JOHN, MEREDITH; GLEASON, SUSAN, BENSON; SHIELDS, MICHAEL, KIRK; TILLEY, KEVIN, DOUGLAS
How much AUM does Piedmont Capital Management, LLC have?
Piedmont Capital Management, LLC reported $495.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Piedmont Capital Management, LLC?
Disclosed owners and executives of Piedmont Capital Management, LLC include PIEDMONT FINANCIAL, LLC, SIMMS, JOHN, MEREDITH, GLEASON, SUSAN, BENSON, SHIELDS, MICHAEL, KIRK, TILLEY, KEVIN, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.