Stuart F. Pierson Jr.

Piedmont Capital Asset Management LLC

Charlottesville, VA 22902

800-369-7210

FIDUCIARY, Registered Investment Advisor (RIA). Fee-Only.

About Piedmont Capital Asset Management LLC

Founded in 2006 by Stuart F. Pierson, Jr., Piedmont Capital Asset Management LLC is a FULL FIDUCIARY, Fee-Only Registered Investment Advisor.

Piedmont Capital offers personalized investment advisory services to individuals, families, pension and profit sharing plans, trusts, estates, corporations, and other business entities.

At Piedmont Capital, we carefully employ a disciplined approach to investing for our clients' benefit. We take the time, and we put in the effort to truly understand our clients' needs, goals, and dreams. We do not merely consider risk tolerance. Instead, we employ a holistic approach to financial management that includes client education, financial planning, and a diligent process resulting in a coordinated and clearly understood program.

General Information

Firm Start Year

2006

No.of Employees

2-4

CRD#

4624082

Firm CRD#

143153

Insurance License#

n/a

Name of Broker/Dealer

Absolutely No Product Sales Ever.

Name of Custodial Firm

Various, including TradePMR/WellsFargoClearing and Charles Schwab

States Licensed in

VA, MD, DC, TX, CO, and others.

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning

Services

Investment Types

Mutual Funds, Stocks, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, At your home, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MST, Masters Degree in Tax

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

$25000000

Assets Managed by Advisor

$25000000

Compensation and Fees

Fee Structure

Fee Only

Fee % Based on Assets

Additional Details on Charges

https://www.piedmontcapital.net/pricing

Minimum Fee Charged for Managed Accounts

n/a

Education

Master of Science - Taxation

George Mason University
06/01/1993 - 06/01/1995

Post-Graduate Study - Accounting

University of Alabama
06/01/1990 - 05/31/1993

Bachelor of Arts - History

Sewanee, College of Arts & Sciences
08/31/1986 - 05/31/1990

Disclosures

https://www.piedmontcapital.net/legal

Disclaimer

Piedmont Capital Asset Management LLC ("Piedmont Capital") is committed to safeguarding the confidential information of our Clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our Clients to help them meet their financial needs. We recognize that with this privilege comes responsibility; a responsibility to maintain the confidentiality of the personal information that our Clients share with us. We take this responsibility very seriously. Our commitment to security and privacy is backed by industry-leading encryption, authentication, and network integrity technologies, and is maintained and upgraded on an ongoing basis. *

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