Piedmont Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Piedmont Wealth Advisory, operating as Oak Barrel Wealth Advisory LLC d/b/a Piedmont Wealth Advisory, provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations, and estates. Services include discretionary and non‑discretionary portfolio management, standalone or integrated financial planning, and implementation using mutual funds, ETFs, individual securities, and third‑party managers.
The firm operates as a fiduciary and builds customized, long‑term oriented portfolios using fundamental analysis and periodic reviews, while allowing client‑imposed restrictions and retention of legacy holdings for tax or fit reasons. Portfolios are constructed from diversified, low‑cost instruments and the adviser may utilize margin/borrowing and alternative investments where appropriate, and may engage unaffiliated independent managers while providing ongoing oversight.
Compared with many supported firms, Piedmont discloses formal affiliations with other investment adviser entities and participates in an institutional platform relationship that provides brokerage, research and technology support. It is also notable for permitting borrowing in separately managed accounts (margin use) and for a small advisory team managing assets at scale, with in‑house professionals holding planning‑focused credentials that support divorce‑related and retirement‑income planning.
Client services
Expertise
Fee options
Account minimum: $2,500 minimum annual fee Minimum fee: Minimum annual fee of $2,500 for wealth management services Fee-only: Financial planning fees range from $3,000 to $6,000 annually; wealth management fees up to $45,000 annually based on factors such as scope, complexity, and asset level
Main office
See office12030 Sunrise Valley Drive, Suite 325
Reston VA 20191
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Also doing business as
Oak Barrel Wealth Advisory · Oak Barrel Wealth Advisory LLC · Piedmont Wealth Advisory
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
Paul B
Series 63, Series 66
Charlotte, NC
Piedmont Wealth Advisory
Paul Bradley is a financial advisor with Piedmont Wealth Advisory in Charlotte, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, LLC, and Vanguard Advisers, Inc. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, while allowing client-imposed restrictions and retention of legacy holdings.
James S
CFP®, Series 63
Reston, VA
Piedmont Wealth Advisory
James Sexton is a CFP® professional with 13 years of industry experience. He is currently affiliated with Piedmont Wealth Advisory and has previously worked at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. He holds a Series 63 license. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm builds long-term portfolios using fundamental analysis and periodic reviews, offering customized strategies that include mutual funds, ETFs, individual securities, and third-party managers, with a focus on fiduciary responsibility and diversified, low-cost investments.
Douglas B
Series 63, Series 65
Reston, VA
Piedmont Wealth Advisory
Douglas Birnie is a financial advisor at Piedmont Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory LLC, Hayden Royal, Niagara International Capital Limited, and Wells Fargo Clearing. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, building customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, and offers discretionary portfolio management along with integrated financial planning.
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