# Piedmont Capital Management

Piedmont Capital Management is a Multi Family Office based in Macon, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Macon, United States
- **Region:** North America
- **Address:** Greensboro, NC, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** piedmontcapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/piedmontcapitalmt

## Regulatory record

- **CRD number:** 155682
- **SEC file number:** 801-110286
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155682

## About

Piedmont Capital Management was established in 2019 by Tyler J. Ver Steeg and Wesley Cone. The firm operates as a registered investment advisor serving individuals and business owners. Services cover retirement plan design, tax coordination and insurance structuring. Clients include business owners seeking to organize cash flow and professional athletes managing compressed earning periods. All work occurs through direct advisory relationships rather than pooled vehicles. The team consists of six professionals based in Greensboro. Tyler J. Ver Steeg holds CLU and CFP designations and leads planning architecture. No additional offices or affiliated vehicles are disclosed. The firm maintains a standard RIA structure with no disclosed succession plan or external club memberships.

## People

- Tyler J. Ver Steeg — Co-Founder | Wealth Management Advisor
- Wesley Cone — Co-Founder

## Questions

### Who runs investment decisions at Piedmont Capital Management?

Tyler J. Ver Steeg and Wesley Cone serve as co-founders. Ver Steeg holds CLU and CFP credentials and designs the planning frameworks.

### Does Piedmont Capital Management participate in fund commitments or only direct deals?

The firm provides advisory services to individual clients. No fund commitments or pooled vehicles are described on its site.

### What investment stages does Piedmont Capital Management typically target?

The firm focuses on ongoing wealth management for established clients rather than early-stage or venture investments.

### How does Piedmont Capital Management source proprietary deal flow?

No information on proprietary sourcing or deal flow is provided in public materials.

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Last updated: 2026-07-08T18:26:58.653Z

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