Piedmont Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Whitefish, MT. Its latest Form ADV filing, dated March 30, 2026, reports $232M in regulatory assets under management, 3 employees, and 1,172 accounts.
Assets Under Management
$232M
Employees
3
Offices
--
Total Clients
469
Primary office
WHITEFISH, MT
6442 HIGHWAY 93 SOUTH, WHITEFISH, MT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
403
2
HNWI
13.0%
61
3
Charitable
1.1%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 30, 2026
Discretionary100.0%
$232M
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.
Total AUM$232M
Total Accounts1,172
10Y AUM Change+$90M (+63.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee156:1
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.