← Back to searchVisit website
PYA WALTMAN CAPITAL, LLC
CRD 137283 · SEC 801-64909
1402 EBENEZER ROAD, KNOXVILLE, TN, 37922, United States
Phone
865-693-6301
Fax
865-693-6302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$761.3M
Team
17 total employees; 8 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $65.7M |
| High net worth individuals | 192 | $615.8M |
| Pension/profit sharing plans | 15 | $133.2M |
| Charitable organizations | 8 | $184.8M |
| Corporations/business entities | 3 | $6.5M |
States served
CA, GA, IN, LA, NC, TN, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD