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APPALACHIAN CAPITAL MANAGEMENT

ST. CLAIRSVILLE, OH · CRD 120038 · IAPD ↗ · appcapitalmgt.com · 740-695-3434

$175.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2024 — APPALACHIAN CAPITAL MANAGEMENT (ST. CLAIRSVILLE, OH) is newly SEC-registered with $132.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.