Peirce Capital Management, LLC

Daniel Bingham Jr. is a financial advisor with Peirce Capital Management, LLC and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. He has been with Peirce Capital Management since 2020. Peirce Capital Management is a five-advisor team managing discretionary assets for individuals, trusts, retirement plans, charities, and businesses. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers services including retirement plan advisory and financial planning consultations.

George Williamson is a CFP®, ChFC®, and Series 65 credentialed advisor with seven years of industry experience. He has been with Peirce Capital Management, LLC since 2018 and previously worked at Grove Street Fiduciary and LIMLIM Illustration. Outside of his advisory role, he serves as treasurer for the Glen Park Ranch Homeowners Association. Peirce Capital Management is a five-advisor registered investment adviser managing over $534 million for approximately 165 clients, including individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing no-load mutual funds and ETFs and providing additional services such as retirement plan advisory and financial planning consultation.

Wesley Peirce is a financial advisor at Peirce Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Peirce Capital Management since 2007. The firm provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. Peirce Capital Management emphasizes a Modern Portfolio Theory-based investment approach, primarily using passively managed asset-class mutual funds and tools such as Monte Carlo analysis to support portfolio construction and ongoing monitoring.

Jason Peirce is a financial advisor at Peirce Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2022. Prior to this, he was affiliated with the Mercatus Center and Texas Tech University. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, focusing on asset allocation and primarily using passively managed mutual funds.

Mark Heider is a CFP® and holds a Series 65 license, serving as a financial advisor at Peirce Capital Management, LLC in The Woodlands, TX. He has 12 years of industry experience and has been with Peirce Capital Management since 2012. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, emphasizing asset allocation and utilizing primarily passively managed mutual funds.