Piedmont Capital Management, LLC

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.