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Pya Waltman Capital, LLC
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Knoxville, Tennessee
$754.6 million AUM
1 office

Pya Waltman Capital, LLC is based in Knoxville, Tennessee and has $754.6 million in assets under management.

Location
1402 Ebenezer Road
Knoxville, TN 37922
$754.6 million
AUM
11
Employees
AUM Share
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$754,600,955
Assets under management
900 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 206 $53,123,053 7% $257,879
High net worth individuals 103 $215,653,853 29% $2,093,727
Pension and profit sharing plans 16 $283,326,160 38% $17,707,885
Charitable organizations 4 $2,230,869 0% $557,717
Other corporations or businesses 4 $200,267,020 27% $50,066,755
Employees Share
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11
Employees
6
Investment analysts
55% of total employees
AUM per employee Share
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$754,600,955
Assets under management
$68,600,087
AUM per employee
$125,766,826
AUM per investment analyst
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Compensation

Pya Waltman Capital, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Performance-based fees
Services offered

Pya Waltman Capital, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 137,283
SEC number 801-64909
Legal structure Limited Liability Company
Legal governance Tennessee, United States
Latest ADV filing date April 07, 2020

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