Pya Waltman Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 2, 2026, reports $1.0B in regulatory assets under management, 17 employees, and 1,528 accounts.
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
206
2
HNWI
45.3%
192
3
Pension Plans
3.5%
15
4
Charitable
1.9%
8
5
Corporations
0.7%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 2, 2026
Discretionary75.7%
$761M
76% of total RAUM75.7%
Non-discretionary24.3%
$245M
24% of total RAUM24.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,528
10Y AUM Change+$457M (+83.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee25:1
10Y Employee Change+8 (+88.9%)
* 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.