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They include 206 individual clients, 192 high-net-worth individuals, and 15 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PYA Waltman Capital offer?","answer":"PYA Waltman Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does PYA Waltman Capital charge?","answer":"PYA Waltman Capital charges 0.80%–1.50% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"PYAW_FORM ADV PART 2A 03.02.2026, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does PYA Waltman Capital use?","answer":"PYA Waltman Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $893M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does PYA Waltman Capital have?","answer":"PYA Waltman Capital has 8 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 PYA Waltman Capital invest in?","answer":"At the end of its last fiscal year, PYA Waltman Capital’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 31% 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 PYA Waltman Capital?","answer":"PYA Waltman Capital’s direct owners are Jack Waltman, Douglas Yoakley and Eric Foster, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PYA Waltman Capital get paid?","answer":"PYA Waltman Capital is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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