Link copied!
Fund Codex
Pya Waltman Capital, LLC
Find a fund
Fund Codex
About Fund Codex
Copyright © 2022 and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Pya Waltman Capital, LLC Share
Link copied!

Table of Contents
Map Loading...
Overview Share
Link copied!
Back to Top
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.

1402 Ebenezer Road
Knoxville, TN 37922
$754.6 million
AUM Share
Link copied!
Back to Top
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
Link copied!
Back to Top
Investment analysts
55% of total employees
AUM per employee Share
Link copied!
Back to Top
Assets under management
AUM per employee
AUM per investment analyst
About Share
Link copied!
Back to Top

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
Link copied!
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

Additional Funds

See all...
G&S Capital LLC
Fund: $235,723,600
First Advisors National, LLC
Fund: $169,511,723
Adit Ventures Management, LLC
Fund: Under $1 billion
Fundx Investment Group, LLC
Fund: $857,512,551
Mackenzie Investments
Fund: $1,023,614,964
Focus 401 (K) Group, LLC
Fund: $2,000,000
Craig Duvarney, CFP
Fund: $169,783,543
Buckhead Capital Management, LLC
Fund: $2,031,959,188

Additional Funds

See all...
Post Capital Partners
Fund: $150,443,517
Sim Orphan, LLC
Fund: Under $1 billion
Sweeney & Michel, LLC
Fund: $385,696,237
Fund: Under $1 billion
Western Asset Management Company
Fund: $358,581,336,937
O'Brien Wealth Partners LLC
Fund: $704,125,067
Heritage Financial LLC
Fund: $168,528,179
Lunt Capital Management Inc.
Fund: $320,589,114

All of Fund Codex

See all...

Similar Funds to Pya Waltman Capital, LLC

See all...
Pya Waltman Capital, LLC
Fund: $754,600,955
Altman Advisors
Fund: $276,195,818
Walton Street Capital, L.L.C.
Fund: $11,638,665,595
Fireman Capital Partners LLC
Fund: $253,689,150
DDJ Capital Management LLC
Fund: $7,868,840,740
Agent Capital, LLC
Fund: Under $1 billion
Waldman Financial Advisers
Fund: $104,629,980