Piedmont Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,613,107
Clients
88
Advisors
3
of 24 employees
About
Piedmont Capital Management, LLC provides discretionary investment management and related financial consulting primarily to high‑net‑worth individuals and their families, and also to certain corporations and charitable organizations, generally targeting clients with at least $10 million of investable assets. PCM implements strategies through separately managed accounts, mutual funds, ETFs and third‑party money managers, and serves as manager to the Piedmont Partners Fund, a private pooled investment vehicle.
The firm emphasizes capital protection and long‑term cumulative returns through active, multi‑asset portfolio construction and tactical adjustments to asset allocation, and will develop customized investment policy statements at a client’s option that can incorporate social or environmental restrictions. PCM selects and monitors outside managers, retains discretionary authority to invest and rebalance client accounts, and may employ hedging techniques or manager sleeves as part of its risk management process.
PCM is affiliated with Piedmont Trust Company, a state‑chartered trust company and family office with a multi‑decade history, and shares personnel and administrative support with that trust affiliate; in some cases PTC delegates trust clients to PCM. The firm also sponsors and manages the Piedmont Partners Fund, provides related administrative services, discloses the resulting conflicts of interest (including family investments and dual employment of personnel), and makes private placement and audited Fund information available to qualified investors.
Client services
Expertise
Occupation focus
Fee options
$0 - $10 million: 0.75% $10 million - $25 million: 0.65% $25 million - $50 million: 0.50% $50 million+: Negotiable
Account minimum: $10 million Fee-only: Fixed fees invoiced quarterly in arrears, mutually agreed upon and negotiated per client
Main office
800 Green Valley Rd., Ste 203
Greenboro NC 27408
Advisors at this office
3
Most active in
Florida · New Mexico · New York · North Carolina · Tennessee · Texas · Virginia
Also doing business as
Piedmont Capital Management, LLC · Piedmont Financial Trust Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
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.
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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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.
Quick links
Advisors at this firm
Daniel S
CFP®, CFA®
Greenboro, NC
Piedmont Capital Management, LLC
Daniel Smith is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Piedmont Capital Management, LLC since 2014. He is based in Greensboro, NC, and works alongside two other advisors at the firm. Piedmont Capital Management provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as certain corporations and charitable organizations. The firm focuses on capital preservation and long-term returns through disciplined asset allocation and active manager selection, offering customized investment policies and managing both separately managed accounts and pooled vehicles.
John S
CFA®, Series 65
Greenboro, NC
Piedmont Capital Management, LLC
John Simms Jr. is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Piedmont Capital Management, LLC since 2011. Piedmont Capital Management, LLC provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as corporations, business entities, and charitable organizations. The firm focuses on capital preservation and long-term cumulative returns through disciplined asset allocation and active manager selection, often customizing investment policies to client preferences and managing accounts on a discretionary basis.
Orville I
Series 66
Greenboro, NC
Piedmont Capital Management, LLC
Orville Igharas is a financial advisor at Piedmont Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including First Citizens Investor Services, First Citizens Bank, and ValMark Advisers, Inc. since 2012. Piedmont Capital Management provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as certain corporations and charitable organizations. The firm focuses on capital preservation and long-term returns through disciplined asset allocation and active manager selection, offering customized investment policies and managing both separately managed accounts and pooled vehicles.
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