APPALACHIAN CAPITAL MANAGEMENT

Legal name: APPALACHIAN CAPITAL MANAGEMENT LTD

CRD 120038File 801-130291

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$175.3M

Bottom 25% of cohort (national)

Discretionary AUM

$175.3M

Clients

358

761 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: May 17, 2024
Principal office: 51461 JENNIFER LANE, SUITE 215, ST. CLAIRSVILLE, OH, 43950
Phone: 740-695-3434
Website: HTTP://WWW.APPCAPITALMGT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $175.3M
Discretionary AUM: $175.3M
Non-discretionary AUM: $0
Discretionary accounts: 761
Non-discretionary accounts: 0
Total accounts: 761
AUM per client: $490K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	16	$4.6M
High net worth individuals	50	$109.6M
Pension and profit sharing plans	Fewer than 5	$181K
Individuals (other than high net worth individuals)	291	$60.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.