Firm profile

PEIRCE CAPITAL MANAGEMENT, LLC

THE WOODLANDS, TXCRD 142654Latest ADV March 23, 2026

Peirce Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 23, 2026, reports $534M in regulatory assets under management, 5 employees, and 1,023 accounts.

Assets Under Management
$534M
Employees
5
Offices
--
Total Clients
165
Primary office
THE WOODLANDS, TX
4840 W. PANTHER CREEK, SUITE 210, THE WOODLANDS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOWesley M. Peirce

Advisory services offered

3 types reported
Pension consulting services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 78.2% of total clients.
Top client categories% of clientsClients
1
HNWI
78.2%
129
2
Individuals
21.8%
36

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$534Mas of March 23, 2026
Discretionary100.0%
$534M
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$534M
Total Accounts1,023
10Y AUM Change+$361M (+209.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee33:1
10Y Employee Change0 (0.0%)

* 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.