Piedmont Capital Management, LLC

Piedmont Capital Management, LLC (CRD# 155682) is a financial advisory firm headquartered in Greensboro, NC. They manage $87,639,953 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,251,999
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Piedmont Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael K. Shields
CRD#: 2248861
701 Green Valley, Ste 300, Greensboro, NC 27408
96
Wealthminder
score

Michael Shields (CRD# 2248861) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has over 24 years of experience in the finance industry.

2
John M. Simms
CRD#: 1409264
701 Green Valley, Ste 300, Greensboro, NC 27408
96
Wealthminder
score

John Simms (CRD# 1409264) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Greensboro, NC and has over 21 years of experience in the finance industry.

3
Daniel F. Smith
CRD#: 6577973
701 Green Valley, Ste 300, Greensboro, NC 27408
90
Wealthminder
score

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. Daniel Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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