PIEDMONT CAPITAL MANAGEMENT, LLC
SEC RegisteredHelping clients grow and manage wealth since 1928
About the firm
Piedmont Trust is a multi-family office that has been helping families grow and sustain wealth since 1928 by developing long-term relationships and a deep understanding of clients' values, history, and financial needs. In a time when the wealth management industry is dominated by large institutions, Piedmont offers service based on personal relationships focused exclusively on the complexities of family wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial management and advice covering investments, estate planning, taxes, and overall life strategy planning; the firm also collaborates with clients' other trusted advisors and operates as a multi-family office.
Who they serve
Wealthy families, individuals, multiple generations, and family foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 31 | $6.3M |
| High Net Worth Individuals | 57 | $326M |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $119M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10mm | 0.75% |
| Next $15mm | 0.65% |
| Next $25mm | 0.50% |
| Over $50mm | — |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PIEDMONT CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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