firm profile
Piedmont Capital Management, LLC
Overview
Piedmont Capital Management, LLC is an SEC registered investment adviser based in Whitefish, MT, registered since 2013. It reports $232M in assets under management across 1,172 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $232M
- Discretionary
- 100%
- Accounts
- 1,172
- Average account
- $198K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2013
- Jurisdictions
- 7
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Andrew Lyle Coco Operations Officer CRD 6991480
- Thomas Matthew Schuch Operations Officer CRD 5971148
Advisory reps 3 of 3
- Diego Gabriel Biggerstaff Investment Adviser Rep CRD 8295829
- Andrew Lyle Coco Investment Adviser Rep CRD 6991480
- Thomas Matthew Schuch Investment Adviser Rep CRD 5971148
Location
- Headquarters
- 6442 US Highway 93 S
Whitefish, MT 59937 - County
- Flathead
- Metro area
- Kalispell, MT
- Region
- West
Registrations
- SEC registered
- Registered in 7 jurisdictions
- Website: piedmontcapitalmt.com
Every state, with registration dates
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