Piedmont Capital Management LLC

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Assets, Funds, Holdings

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Piedmont Capital Management LLC
CRD #165775
SEC #801-121170
CIK #0001656150
AUM $172.3 MM (2024-07-02)
Employees 3 (100% Investors, 0% Brokers)
Phone406-862-9400
Address6442 Highway 93 South
Whitefish, MT 59937
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLDM 8.0
DOW 38,247.2 1.5
VZ 211,914.0 1.2
IBM 127,593.9 1.2
KO 269,985.6 1.1
CSCO 178,309.9 0.9
CVX 294,604.1 0.9
MSFT 1,918,222.4 0.8
AMGN 130,083.0 0.8
MMM 74,165.4 0.8
View All
Holdings by Sector ($MM)
15012090603002020202120232025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Piedmont Partners Fund LLC [2017-03-28] 161.4 109.3
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 482 88.8
(b) Individuals (high net worth individuals) 41 82.1
(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 0 0.0
(h) Charitable organizations 0 0.6
(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 0.9
(n) Other 0 0.0
Total 1,175 172.3
By Discretionary
Discretionary 1,175 172.3
Non-Discretionary 0 0.0
Total 1,175 172.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.3
Total 1,175 172.3
Form D Directors # Filings # Firms 2011 - 2024
Michael Shields 9
John Simms Jr 2
Piedmont Capital Management LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001656150]
Comparable Firms State AUM ($BB)
Entelechy LLC
MD 0.2
Murphy Wealth Management Group Inc
NY 0.2
The Putney Financial Group LLC
CA 0.2
Legacy Planning Advisors LLC
GA 0.2
Prosperity Wealth Planning LLC
CA 0.2
Elderado Financial Inc
CO 0.2
Private Harbour Investment Management & Counsel LLC
OH 0.2
Bravias Capital Group LLC
NJ 0.2
Lobnek Wealth Management Inc
0.2
McCartney Wealth Management LLC
MO 0.2
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