RIA Intel›Advisers›North Carolina›PIECAPITAL WEALTH MANAGEMENT LLC

PIECAPITAL WEALTH MANAGEMENT LLC

Advisory

RALEIGH, NC

Data as of Jul 13, 2026 · Source: SEC Form ADV

Rank in NC
#461
of 516 advisers by AUM
Average account
$784K
across 88 accounts
AUM per adviser
$69M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$69M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$69M
Discretionary AUM$69M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, LA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

MAZE FINANCIAL PLANNING, LLC
CHAPEL HILL, NC
$69M
BLASER INVESTMENT MANAGEMENT GROUP, LLC
BURLINGTON, NC
$69M
-8.9% 1Y
NERY ASSET MANAGEMENT, LLC
ASHEVILLE, NC
$69M
-26.5% 1Y
CP ADVISORS, INC.
CLINTON, NC
$70M
MILLER PORTFOLIO ADVISORS, LLC
RALEIGH, NC
$67M
+8.3% 1Y
GRANVILLE WEALTH MANAGEMENT, INC.
$67M

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