Appalachian Capital Management
Firm details
- Headquarters
- Saint Clairsville, Ohio
- CRD number
- 120038
- Registered since
- May 17, 2024
- Website
- www.appcapitalmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.51%
- Individuals34.74%
- Charitable Organizations2.64%
- Pension & Profit Sharing Plans0.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Appalachian Capital Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm is owned by an individual owner and provides fee-based advisory services charged as a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses, and its client mix includes both individual & family clients and institutional relationships. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- Other1%
Contacts
2 of 2
Miranda Parkinson
Operations Vice PresidentCRD 8227952
John Parkinson
PresidentCRD 1809882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$166M in ETFs
78%
$129M
12%
$37.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $45.7M | 1,577,489 | 27.44% |
Location
Saint Clairsville, OH
Belmont
Location
Saint Clairsville, OH
Headquartered in Saint Clairsville, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Belmont
- Address
- 51461 Jennifer Ln
- Time zone
- ET (UTC-5)
- Office locations
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