Founded in 2006 by Stuart F. Pierson, Jr., Piedmont Capital Asset Management LLC is a FULL FIDUCIARY, Fee-Only Registered Investment Advisor.
Piedmont Capital offers personalized investment advisory services to individuals, families, pension and profit sharing plans, trusts, estates, corporations, and other business entities.
At Piedmont Capital, we carefully employ a disciplined approach to investing for our clients' benefit. We take the time, and we put in the effort to truly understand our clients' needs, goals, and dreams. We do not merely consider risk tolerance. Instead, we employ a holistic approach to financial management that includes client education, financial planning, and a diligent process resulting in a coordinated and clearly understood program.
|Firm Start Year:||2006|
|Name of Broker/Dealer:||Absolutely No Product Sales Ever.|
|Name of Custodial Firm:||Various, including TradePMR/WellsFargoClearing and Charles Schwab|
|States Licensed in:||VA, MD, DC, TX, CO, and others.|
|Number of Years with Current Firm:||14|
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Advice & Consulting, Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning|
|Investment Types:||Mutual Funds, Stocks, Bonds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, At your home, Video Conference, Via Phone|
|Assets Managed by Firm:||$25000000|
|Assets Managed by Advisor:||$25000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Fee % Based on Assets:||1%|
|Additional Details on Charges:||https://www.piedmontcapital.net/pricing|
|Minimum Fee Charged for Managed Accounts:||n/a|
|Master of Science - Taxation||
George Mason University - Fairfax, Virginia
|Post-Graduate Study - Accounting||
University of Alabama - Tuscaloosa, Alabama
|Bachelor of Arts - History||
Sewanee, College of Arts & Sciences - Sewanee, Tennessee
Piedmont Capital Asset Management LLC ("Piedmont Capital") is committed to safeguarding the confidential information of our Clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our Clients to help them meet their financial needs. We recognize that with this privilege comes responsibility; a responsibility to maintain the confidentiality of the personal information that our Clients share with us. We take this responsibility very seriously. Our commitment to security and privacy is backed by industry-leading encryption, authentication, and network integrity technologies, and is maintained and upgraded on an ongoing basis. *
FIDUCIARY FINANCIAL ADVICE
Thank you for considering my firm to guide you on your path to Complete Financial Wellness!
My Clients, spread throughout the United States, value integrity, professionalism, kindness, experience, knowledge, depth, simplicity, technical savvy, accessibility, and most importantly:
Piedmont Capital Asset Management LLC is a FULL FIDUCIARY!
The CLIENT ALWAYS COMES FIRST.
With over two decades in the Wealth Management industry as well as a Masters Degree in Taxation; I have passionately pursued a career in finance, including working for some of the largest financial institutions in the world.
My firm, Piedmont Capital Asset Management LLC, is a Fee-Only, Independent, Registered Investment Advisory (RIA) firm founded in 2006 on the principle that Financial Advice must be customized and centered around the Client - NOT products!
Piedmont Capital is strictly a Fee-Only Wealth Management firm. Our annual fee, charged quarterly in arrears as a percentage of your managed portfolio, includes Comprehensive Financial Planning, Performance Reporting, Risk Tolerance Assessment, and more.
If you are seeking a long-term relationship with an Advisor that you can trust, I encourage you to contact me.
Much more information may be found at:
Financial Planning for Businesses
Piedmont Capital Asset Management works with a wide variety of business types to devise, direct, and manage low-cost, qualified, defined contribution and defined benefit plans. Together with our partners, Piedmont Capital provides complete plan management as well as reporting, investment advice, and employee education. And, perhaps most significantly, Piedmont Capital serves as a Full Fiduciary. https://www.piedmontcapital.net/retirement-plan-management-1
Financial Planning for Individuals
Piedmont Capital offers a variety of Financial Planning services, principally advisory in nature, to Clients seeking management of their financial resources based upon a professional analysis of their individual needs. https://www.piedmontcapital.net/financial-planning
Financial Advice & Consulting
Piedmont Capital employs a disciplined approach to investing for our Clients' benefit. Piedmont Capital takes the time to truly understand Clients' needs, goals, and dreams. Piedmont Capital assesses Risk Tolerance as the first step in a holistic approach to Financial Management that includes Client Education, Wealth Management, Financial Planning, and a Diligent Process resulting in a coordinated and clearly understood program. www.MYPIEDMONTCAPITAL.com
|Based in Charlottesville||Virginia; Piedmont Capital serves Clients throughout the United States.|