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| Appalachian Capital Management Ltd
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|---|---|
| CRD # | 120038 |
| SEC # | 801-130291 |
| CIK # | 0002111450 |
| AUM | 175.3 M (2026-03-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 740-695-3434 |
| Address | 51461 Jennifer Lane St Clairsville, OH 43950 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Boeing Co | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Tesla Motors Inc | 0.7 | ||
| Nvidia Corp | 0.6 | ||
| Valero Energy Corp/Tx | 0.5 | ||
| United Bancorp Inc /OH/ | 0.5 | ||
| Netflix Inc | 0.5 | ||
| Wesbanco Inc | 0.5 | ||
| Chevron Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 60.9 |
| (b) Individuals (high net worth individuals) | 50 | 109.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 16 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 175.3 |
| By Discretionary | ||
| Discretionary | 761 | 175.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 761 | 175.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.3 | |
| Total | 761 | 175.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111450] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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