← Back to searchVisit website
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 155682 · SEC 801-110286
800 GREEN VALLEY RD., STE 203, GREENBORO, NC, 27408, United States
Phone
336-274-5471
Fax
336-272-8921
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$495.6M
Discretionary AUM
$495.6M
Team
24 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $6.3M |
| High net worth individuals | 57 | $326.3M |
| Pooled investment vehicles | 1 | $118.9M |
| Charitable organizations | 4 | $21.9M |
| Corporations/business entities | 3 | $22.2M |
States served
NM, NY, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD