Pya Waltman Capital, LLC

Pya Waltman Capital, LLC (CRD# 137283) is a financial advisory firm headquartered in Knoxville, TN. They manage $499,692,115 in 850 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $587,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

IN, KY, LA, TN, TX

Financial Advisors at Pya Waltman Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Melissa K. Ballard
CRD#: 5607422
2076 Lakeside Centre Way, Knoxville, TN 37922
96
Wealthminder
score

Melissa Ballard (CRD# 5607422) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 8 years of experience in the finance industry. Melissa Ballard 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.

2
Eric E. Foster
CRD#: 4577593
2076 Lakeside Centre Way, Knoxville, TN 37922
96
Wealthminder
score

Eric Foster (CRD# 4577593) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 14 years of experience in the finance industry. Eric Foster 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.

3
Jack W. Waltman
CRD#: 4313008
2076 Lakeside Centre Way, Knoxville, TN 37922
96
Wealthminder
score

Jack Waltman (CRD# 4313008) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 17 years of experience in the finance industry. Jack Waltman 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.

4
Aaron M. Sams
CRD#: 5883251
2076 Lakeside Centre Way, Knoxville, TN 37922
90
Wealthminder
score

Aaron Sams (CRD# 5883251) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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