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Pya Waltman Capital, LLC

● SEC registered since 2005CRD 137283SEC# 801-64909Knoxville, TN
Export (members)
Reg. AUM
$1.01B
Employees
17
Accounts
1,528
Location
Knoxville, TN

Pya Waltman Capital, LLC assets under management

Pya Waltman Capital, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2005. It reports $1 billion in regulatory assets under management and employs 17 people.

Pya Waltman Capital, LLC owners & executives

7 reported
NameTitleOwnershipSince
Douglas Andrew Yoakley ControlMember25-50%2005
Eric E FosterMember10-25%2007
Gregory Paul GheenMemberUnder 5%2005
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Frequently asked questions

How much does Pya Waltman Capital, LLC manage?

Pya Waltman Capital, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Pya Waltman Capital, LLC have?

Pya Waltman Capital, LLC reports 17 employees.

Where is Pya Waltman Capital, LLC located?

Pya Waltman Capital, LLC is based in Knoxville, TN and has been SEC-registered since 2005.

Does Pya Waltman Capital, LLC disclose fund performance?

Pya Waltman Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1402 Ebenezer Road, Knoxville, TN 37922
Phone865-693-6301
Fax865-693-6302
Office hours8:30a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1800135
Discloses disciplinary historyNo

Regulatory AUM

$1.01B▲ 23%
Mar '25 — $819.3MApr '25 — $819.3MMay '25 — $819.3MJun '25 — $819.3MJul '25 — $819.3MAug '25 — $819.3MSep '25 — $819.3MOct '25 — $819.3MNov '25 — $819.3MDec '25 — $819.3MJan '26 — $819.3MFeb '26 — $819.3MMar '26 — $1.01BApr '26 — $1.01BMay '26 — $1.01BJun '26 — $1.01B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$1.01Bregulatory AUM
Discretionary $761.3MNon-discretionary $244.7M