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PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 165775File 801-121170
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$231.8M
Below cohort median (national)
Discretionary AUM
$231.8M
Clients
469
1,172 accounts
Employees
3
Bottom 25% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 7, 2021
- Principal office
- 6442 HIGHWAY 93 SOUTH, WHITEFISH, MT, 59937
- Phone
- 406-862-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $231.8M
- Discretionary AUM
- $231.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,172
- Non-discretionary accounts
- 0
- Total accounts
- 1,172
- AUM per client
- $494K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $701K |
| Charitable organizations | 5 | $946K |
| High net worth individuals | 61 | $135.5M |
| Individuals (other than high net worth individuals) | 403 | $94.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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 11This 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.