RIA Intel›Advisers›North Carolina›PIEDMONT INVESTMENT ADVISORS, INC.

PIEDMONT INVESTMENT ADVISORS, INC.

Advisory

N·DURHAM, NC

Data as of Mar 26, 2020 · Source: SEC Form ADV

Total AUM

$5.4B

1-Year AUM Growth

+34.4%

3-Year CAGR

+5.3%

Employees

9

Assets Under Management

Total AUM$5.4B

Discretionary AUM$5.4B

Non-Discretionary AUM$12M

Discretionary %99.8%

Total Clients—

Team

Total Employees9

Investment Advisers16

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingJul 23, 2018

Latest FilingMar 26, 2020

🔒 Full AUM trend chart and 5 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PIEDMONT INVESTMENT ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.