Piccolo Investment Consulting, LLC

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Client assets under management

$81,183,000

Clients

195

11% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$416,323

Client services

Portfolio management

Main office location

Piccolo Investment Consulting, LLC

700 Londonderry Lane, Ste 400

Denton TX 76205, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 940-215-0101

Advisors at this firm

David P

Series 63

Denton, TX

Piccolo Investment Consulting, LLC

David Piccolo is a financial advisor at Piccolo Investment Consulting, LLC in Denton, TX, holding a Series 63 designation with 32 years of industry experience. He has been with his current firm since 2014. Outside of advising, he receives royalties from oil and gas production. Piccolo Investment Consulting, LLC is a small firm with two advisors that serves clients with personalized investment consulting.

James C

Series 66

Denton, TX

Piccolo Investment Consulting, LLC

James Chick is a financial advisor at Piccolo Investment Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 17 years before joining his current firm. James co-founded Allen Chick Investing, LLC in 2024. Piccolo Investment Consulting, LLC is a small, supported firm serving clients with personalized investment strategies.

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