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They include 403 individual clients, 61 high-net-worth individuals and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Piedmont Capital Management offer?","answer":"Piedmont Capital Management provides financial planning, portfolio management for individuals and small businesses, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Piedmont Capital Management use?","answer":"Piedmont Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $227M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Piedmont Capital Management have?","answer":"Piedmont Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Piedmont Capital Management invest in?","answer":"At the end of its last fiscal year, Piedmont Capital Management’s separately managed accounts held 87% exchange-traded equities, 4% U.S. government and agency bonds, 4% registered funds (mutual funds, ETFs, BDCs), 2% non-exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Piedmont Capital Management?","answer":"Piedmont Capital Management’s direct owners are Thomas Schuch (50% to 75%) and Andrew Coco (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Piedmont Capital Management get paid?","answer":"Piedmont Capital Management is paid through a percentage of assets under management. 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