Peirce Capital Management, LLC
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 142654
- Registered since
- July 1, 2015
- Website
- www.peircecap.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.19%
- Individuals1.81%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Peirce Capital Management, LLC is an independent, individual-owned registered investment adviser that focuses on managing portfolios for individuals and families. The firm is SEC-registered (registered with the SEC in 2015) and bills primarily as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, pension consulting services, and selecting other advisers. Peirce acts as a capital allocator for client portfolios and does not position itself as an active ESG investor.
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 Funds73%
- Cash & Cash Equivalents15%
- US Government Bonds6%
- State & Local Bonds3%
- Exchange Traded Equities2%
Contacts
3 of 5
George Williamson
Partner, Wealth AdvisorCRD 7081880
Mark Heider
Wealth AdvisorCRD 6279489
Daniel Bingham
Associate Wealth AdvisorCRD 6323927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$266M in ETFs
31%
$81.6M
69%
$184M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $33M | 741,843 | 12.40% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 4840 W Panther Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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