← Tributary

PIEDMONT CAPITAL MANAGEMENT, LLC

GREENBORO, NC · CRD 155682 · IAPD ↗ · piedmonttrust.com · 336-274-5471

$495.6MRegulatory AUM
3Advisory reps
24Employees
0Clients
11-25Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — PIEDMONT CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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