PieCapital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PieCapital provides portfolio management and financial planning services to individual and high‑net‑worth clients. The firm manages roughly $68.95 million for about 22 clients and typically operates under discretionary agreements with an Investment Policy Statement tailored to each client.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, and it employs long‑term trading alongside options strategies, including covered and uncovered options and spread positions. PieCapital’s investable universe includes mutual funds, ETFs (including precious‑metal ETFs), fixed income and TIPS, REITs, annuities, private placements, venture capital and commodities, with risk tolerances documented in each client’s plan.
Distinctive elements include a single‑advisor structure with concentrated AUM and a fixed financial planning fee range of $5,000 to $50,000. PieCapital requires clients to custody assets at Schwab Institutional (from which it may receive research and other soft‑dollar benefits), does not aggregate trades across client accounts, and offers higher‑risk strategies and access to private placements and venture capital that are less common for firms of this size.
Client services
Expertise
Fee options
Between $5,000 and $50,000 for financial planning
$1 - $1,500,000: 1.25% $1,500,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001 - AND UP: 0.50%
Main office
See office555 Fayetteville Street Suite #300
Raleigh NC 27601
Advisors at this office
1
Offices (2)
Most active in
District of Columbia · Louisiana · North Carolina · Texas
Also doing business as
Piecapital · Piecapital Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sarah S
CFP®, Series 66
Washington, DC
PieCapital
Sarah Slattery is a CFP® and Series 66 professional with eight years of industry experience. She has worked at PieCapital Wealth Management LLC since 2026 and previously spent 11 years at Truist Bank. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options and access to private placements and venture capital.
Robert R
CFP®, CFA®, Series 66
Raleigh, NC
PieCapital
Robert Revels is a CFP® and CFA® with six years of experience in financial advisory roles, currently serving at PieCapital since 2024. His prior experience includes positions at Balentine and BB&T. Outside of his advisory work, he is the author of a children's book titled *Bull & Bear Grow Together*, which teaches kids about money, and serves on the unpaid board of Strong Gray Line Corporation, a nonprofit associated with the West Point Class of 2004. PieCapital provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $69 million for 22 clients. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods, employing a range of investment strategies across various asset classes within a single-advisor structure.
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