# Piedmont Capital Management

Piedmont Capital Management is a Bank / Wealth / Trust based in Whitefish, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Whitefish, United States
- **Region:** North America
- **Address:** Greensboro, NC, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** www.piedmontcapitalmt.com
- **LinkedIn:** https://www.linkedin.com/company/piedmont-trust-company

## Regulatory record

- **CRD number:** 165775
- **SEC file number:** 801-110286
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165775

## About

Piedmont Capital Management launched in 2011 in Greensboro, North Carolina, filling a local demand for integrated personal wealth and financial planning. The firm organizes its advice around a confidential client questionnaire that drives strategy recommendations across fee-based accounts, retirement planning, estate considerations, and risk management. The advisor combines investment management with cash-flow planning, debt management, small-business consulting, and education funding. Service delivery relies on a team of Certified Financial Planners who address individual and high-net-worth clients, yet Piedmont does not disclose distinct institutional or direct-investment mandates. No named portfolio holdings, fund commitments, or co-investor relationships are publicly documented. Piedmont maintains a single Greensboro office and reports no disclosed assets under management. Structurally, Piedmont operates as a compact planning-and-advisory practice rather than a multi-strategy allocator. Its governance and succession details remain private, leaving the firm’s long-term continuity tied to the CFP team whose individual leadership is not separately named in public filings or website disclosures.

## Questions

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

Piedmont does not publicly name a chief investment officer or managing principal. The firm markets a team of Certified Financial Planners who deliver planning and investment management, but individual decision-makers and their credentials are not disclosed.

### How does Piedmont Capital Management source its clients?

The firm uses a structured intake process beginning with a phone call or contact form, followed by a confidential client questionnaire, and then a scheduled consultation. Its website targets individuals seeking help with retirement, estate planning, wealth preservation, and personal financial wellness.

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

There is no public evidence of institutional fund commitments, direct co-investments, or participation in private-market transactions. Piedmont’s disclosed services center on fee-based financial planning and portfolio management for individual clients.

### Which sectors or asset classes does Piedmont Capital Management explicitly avoid?

Piedmont has not published a list of excluded sectors. Its website emphasizes wealth management, retirement planning, debt management, and small-business consulting, but does not name any asset-class restrictions or exclusions.

## Related profiles

- [Pidilite Ventures](https://altss.com/profile/pidilite-ventures)
- [Piedmont Healthcare](https://altss.com/profile/piedmont-healthcare)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/piedmont-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology