Washington, DC Office

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.