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APPALACHIAN CAPITAL MANAGEMENT

APPALACHIAN CAPITAL MANAGEMENT LTD

CRD 120038 · SEC 801-130291

Visit website

51461 JENNIFER LANE, SUITE 215, ST. CLAIRSVILLE, OH, 43950, United States

Phone

740-695-3434

Fax

740-695-4877

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$175.3M

Discretionary AUM

$175.3M

Team

4 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals291$60.9M
High net worth individuals50$109.6M
Pension/profit sharing plans1$181K
Charitable organizations16$4.6M

States served

OH, WV, FL

All web addresses on file

Official SEC filing: View on IAPD