Pya Waltman Capital, LLC
Pya Waltman Capital, LLC (CRD# 137283) is a financial advisory firm headquartered in Knoxville, TN. They manage $1,030,582,694 in 1,222 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,031MILLION
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Total Number of Accounts1,222ACCOUNTS
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Average Account Value$843,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, GA, IN, LA, NC, NH, TN, TX, VA
Melissa Ballard (CRD# 5607422) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 15 years of experience in the finance industry.
Eric Foster (CRD# 4577593) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 21 years of experience in the finance industry.
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.
Jack Waltman (CRD# 4313008) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 24 years of experience in the finance industry.
Douglas Yoakley (CRD# 5049810) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.
Mary Ballard (CRD# 7812413) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Jacob Hoheisel (CRD# 7863279) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Claire Kluth (CRD# 7858386) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Austin Koplan (CRD# 7379870) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has over 2 years of experience in the finance industry.
Aaron Nolan (CRD# 6972399) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has 1 year of experience in the finance industry.