Piedmont Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$230,181,671
Clients
464
Advisors
3
of 3 employees
About
Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit‑sharing plans, trusts, and other entities. As of December 31, 2025 the firm reported approximately $231.8 million in assets under management across 464 client relationships.
The firm uses a blend of technical, fundamental, and cyclical analysis to build and monitor portfolios and documents client risk tolerance through an Investor Profile questionnaire, implementing portfolio changes without prior client approval under its discretionary authority. Accounts are reviewed on a quarterly basis and the firm recommends Charles Schwab as custodian, using Schwab’s institutional tools for trade execution, custody, and reporting.
Distinctive features noted in the brochure include an unusually high client count per advisor — roughly 200+ clients per advisor — which suggests reliance on standardized processes and custodial platform services rather than frequent individualized reporting; the firm states it will not provide routine written reports but will provide reports as requested. The firm also presents public educational seminars on investment and non‑investment topics, generally free of charge, a service described in the brochure that is uncommon among similar supported firms.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,000 - $250,000: 1.30% $250,000 - $500,000: 1.10% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
Main office
6442 Highway 93 South
Whitefish MT 59937
Advisors at this office
3
Most active in
Arizona · California · Montana · Nebraska · Oregon · Texas · Washington
Also doing business as
Coco Enterprises, LLC · Piedmont Capital 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.
Quick links
Advisors at this firm
Andrew C
Series 65
Whitefish, MT
Piedmont Capital Management, LLC
Andrew Coco is a Series 65-credentialed advisor with eight years of industry experience. He has worked at Piedmont Capital Management, LLC since 2024 and previously managed Coco Enterprises, LLC from 2018 to 2024. Before entering financial services, he was employed by Norfolk Southern Railroad for three years. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm employs a blend of technical, fundamental, and cyclical analysis to construct and manage portfolios under discretionary authority, serving a high number of clients per advisor and offering public educational seminars free of charge.
Diego B
Series 65
Whitefish, MT
Piedmont Capital Management, LLC
Diego Biggerstaff is a financial advisor at Piedmont Capital Management, LLC with a Series 65 credential. He has one year of industry experience. Prior to joining Piedmont Capital Management, he held roles in various fields including consumer services and education. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm uses a combination of technical, fundamental, and cyclical analysis to manage portfolios and serves a high volume of clients through standardized processes and custodial platform services.
Thomas S
CFP®, Series 66
Whitefish, MT
Piedmont Capital Management, LLC
Thomas Schuch is a CFP® professional at Piedmont Capital Management, LLC with 13 years of industry experience. He previously worked at Coco Enterprises, LLC for ten years and spent one year at LPL Financial. Piedmont Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm combines technical, fundamental, and cyclical analysis to manage portfolios and serves a high client count per advisor, offering educational seminars on investment and non-investment topics.
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