Piedmont Capital Management, LLC

Piedmont Capital Management, LLC (CRD# 155682) is a financial advisory firm headquartered in Greensboro, NC. They manage $371,318,825 in 215 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $1,727,064
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NM, NY, TN, TX, VA

Financial Advisors at Piedmont Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Louise M. Bristol
CRD#: 6770004
800 Green Valley Rd., Ste 203, Greensboro, NC 27408

Louise Bristol (CRD# 6770004) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has over 6 years of experience in the finance industry.

2
John M. Simms
CRD#: 1409264
800 Green Valley Rd., Ste 203, Greensboro, NC 27408

John Simms (CRD# 1409264) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has over 27 years of experience in the finance industry.

3
Daniel F. Smith
CRD#: 6577973
800 Green Valley Rd., Ste 203, Greensboro, NC 27408

Daniel Smith (CRD# 6577973) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has 1 year of experience in the finance industry.

4
Jamesine M. Killorin
CRD#: 1216619
800 Green Valley Rd., Ste 203, Greensboro, NC 27408

Jamesine Killorin (CRD# 1216619) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has over 17 years of experience in the finance industry.

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