Piedmont Capital Management, LLC
● SEC registered since 2021CRD 165775SEC# 801-121170Whitefish, MT
Reg. AUM
$231.8M
Employees
3
Accounts
1,172
Location
Whitefish, MT
Piedmont Capital Management, LLC assets under management
Piedmont Capital Management, LLC is a registered investment adviser overseen by the SEC based in Whitefish, MT. The firm has been registered since 2021. It reports $231.8 million in regulatory assets under management and employs 3 people.
Piedmont Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lyle Coco Control | Managing Partner & Chief Compliance Officer | 50-75% | 2024 |
| Thomas Matthew Schuch Control | Managing Partner | 50-75% | 2024 |
Frequently asked questions
How much does Piedmont Capital Management, LLC manage?
Piedmont Capital Management, LLC reports $231.8 million in regulatory assets under management on its Form ADV.
How many employees does Piedmont Capital Management, LLC have?
Piedmont Capital Management, LLC reports 3 employees.
Where is Piedmont Capital Management, LLC located?
Piedmont Capital Management, LLC is based in Whitefish, MT and has been SEC-registered since 2021.
Does Piedmont Capital Management, LLC disclose fund performance?
Piedmont Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6442 Highway 93 South, Whitefish, MT 59937 |
| Phone | 406-862-9400 |
| Fax | 406-862-5063 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$231.8M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$231.8Mregulatory AUM
Discretionary $231.8M