PYA WALTMAN CAPITAL, LLC

CRD 137283File 801-64909

APPROVED

Retail clients

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.01B

Above cohort median (national)

Discretionary AUM

$761.3M

Non-discretionary $244.7M

Clients

424

1,528 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Dec 9, 2005
Principal office: 1402 EBENEZER ROAD, KNOXVILLE, TN, 37922
Phone: 865-693-6301
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/PYA-WALTMAN-CAPITAL-LLC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.01B
Discretionary AUM: $761.3M
Non-discretionary AUM: $244.7M
Discretionary accounts: 1,486
Non-discretionary accounts: 42
Total accounts: 1,528
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$6.5M
Charitable organizations	8	$184.8M
High net worth individuals	192	$615.8M
Pension and profit sharing plans	15	$133.2M
Individuals (other than high net worth individuals)	206	$65.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.