|
⚲
|
| Keyboard |
| PYA Waltman Capital LLC
✚
|
|
|---|---|
| CRD # | 137283 |
| SEC # | 801-64909 |
| CIK # | 0001800135 |
| AUM | 1,006.0 M (2026-03-02) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 865-693-6301 |
| Address | 1402 Ebenezer Road Knoxville, TN 37922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800135 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Post Holdings Inc | 32.5 | ||
| Markel Corp | 21.8 | ||
| Alphabet Inc | 21.5 | ||
| Amazon Com Inc | 20.7 | ||
| Transdigm Group Inc | 15.2 | ||
| Danaher Corp /DE/ | 14.6 | ||
| McGraw-Hill Companies Inc | 12.7 | ||
| Roper Industries Inc | 11.4 | ||
| Johnson & Johnson | 10.1 | ||
| Sprott Physical Gold & Silver Trust | 9.1 | ||
| Amgen Inc | 4.8 | ||
| PepsiCo Inc | 4.8 | ||
| AbbVie Inc | 4.6 | ||
| Texas Instruments Inc | 4.5 | ||
| Procter & Gamble Co | 4.4 | ||
| United Parcel Service Inc | 4.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.9 | ||
| Home Depot Inc | 3.8 | ||
| Chevron Corp | 3.7 | ||
| Broadcom Inc | 3.6 | ||
| VAIL Resorts Inc | 3.5 | ||
| NVR Inc | 3.4 | ||
| Etsy Inc | 3.3 | ||
| Lockheed Martin Corp | 3.2 | ||
| General Dynamics Corp | 3.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 65.7 |
| (b) Individuals (high net worth individuals) | 192 | 615.8 |
| (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 | 15 | 133.2 |
| (h) Charitable organizations | 8 | 184.8 |
| (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 | 3 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,528 | 1,006.0 |
| By Discretionary | ||
| Discretionary | 1,486 | 761.3 |
| Non-Discretionary | 42 | 244.7 |
| Total | 1,528 | 1,006.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,006.0 | |
| Total | 1,528 | 1,006.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800135] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The NorthStar Group Inc
✚
|
NY | 1,008.5 M |
|
Mirador Capital Partners LP
✚
|
CA | 1,008.3 M |
|
AIRE Advisors LLC
✚
|
CA | 1,006.4 M |
|
West Paces Advisors Inc
✚
|
GA | 1,006.4 M |
|
Great Hill Capital LLC
✚
|
1,006.2 M | |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 1,005.9 M |
|
Corbyn Investment Management Inc
✚
|
MD | 1,005.5 M |
|
Burling Wealth Partners LLC
✚
|
IL | 1,004.6 M |
|
BlueSky Wealth Advisors LLC
✚
|
NC | 1,004.5 M |
|
Hudock Inc
✚
|
PA | 1,003.2 M |