Thomas Schuch has been Managing Partner of Piedmont Capital Management since February 2024, is a control person of the firm and directly owns between 50% and 75% of it. Thomas Schuch holds a Bachelor's degree in Athletic Training from Bethel University and a Degree in Kinesiology from the University of North Dakota.
Piedmont Capital Management, LLC is a Whitefish, MT firm with $232M under management, 469 clients and 3 advisers in one office, as of its March 2026 filing.
Tom Schuch is Co-Founder and Investment Advisor Representative of Piedmont Capital. When the opportunity arose to work with COCO Enterprises, he chose to pursue a career in financial services.
Thomas Schuch’s longest registration is the current one, 12 years at Piedmont Capital Management since 2014. Before joining Piedmont Capital Management in 2014, Thomas Schuch was registered through LPL Financial LLC.
- – present · 12 yearsWhitefish, MT · Adviser representative · Firm CRD 165775
- LPL Financial LLC– · under a yearWhitefish, MT · Adviser representative · Firm CRD 6413
Professional designations
Listed by Piedmont Capital Management
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Thomas Schuch is registered as an investment adviser representative in 2 states. The first approvals date from January 2014; the most recent is Texas, in April 2024.
- MontanaSince 6 January 2014
- TexasSince 15 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 November 2012 |
| Series 7 | General Securities Representative Examination | 18 August 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Matthew Schuch
- CRD
- 5971148
- Firm
- Piedmont Capital Management · CRD 165775
- Role
- Managing Partner
- Office
- 6442 HIGHWAY 93 SOUTH, Whitefish, MT 59937
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- piedmontcapitalmt.com
Where does Thomas Schuch work?
Thomas Schuch has been Managing Partner of Piedmont Capital Management, LLC since February 2024, and is a control person of the firm.
Is Thomas Schuch a financial advisor?
Yes. Thomas Schuch has a current investment-adviser registration in Montana and Texas, through Piedmont Capital Management since January 2014.
How many years of experience does Thomas Schuch have?
Thomas Schuch has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Thomas Schuch passed?
Thomas Schuch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2012.
Where did Thomas Schuch work before Piedmont Capital Management?
Before Piedmont Capital Management, Thomas Schuch was registered through LPL Financial LLC, November 2012 to February 2013.
Where is Thomas Schuch based?
Thomas Schuch’s registered office is in Whitefish, MT.
Is Thomas Schuch registered with FINRA?
No. Thomas Schuch has no current broker registration.
Is Thomas Schuch a CFP?
Piedmont Capital Management lists Thomas Schuch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Thomas Schuch’s record?
Search CRD 5971148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Schuch’s full registration record.