Piedmont Capital Management, LLC
Piedmont Capital Management, LLC is an SEC-registered mass-market adviser in Whitefish, MT with $231.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Piedmont Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165775, SEC 801-121170, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $231.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Whitefish, MT
- Employees
- 3
- Clients
- 469
- CRD
- 165775
- Ownership
- SCHUCH, THOMAS, MATTHEW; Coco, Andrew, Lyle; COCO, JOSEPH, DION
How much AUM does Piedmont Capital Management, LLC have?
Piedmont Capital Management, LLC reported $231.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Piedmont Capital Management, LLC?
Disclosed owners and executives of Piedmont Capital Management, LLC include SCHUCH, THOMAS, MATTHEW, Coco, Andrew, Lyle, COCO, JOSEPH, DION. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.