ST. CLAIRSVILLE, OHCRD 120038Latest ADV March 16, 2026
Appalachian Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in St. Clairsville, OH.
Assets Under Management
$175M
Employees
4
Offices
--
Total Clients
358
Primary office
ST. CLAIRSVILLE, OH
51461 JENNIFER LANE, SUITE 215, ST. CLAIRSVILLE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
291
2
HNWI
14.0%
50
3
Charitable
4.5%
16
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 16, 2026
Discretionary100.0%
$175M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$175M
Total Accounts761
10Y AUM Change+$43M (+32.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee90:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.