Piccolo Investment Consulting, LLC

RIASEC & State Registered

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$561K

Accounts

196

Employees

Advisory reps

Firm details

Headquarters: Denton, Texas
CRD number: 170272
Registered since: October 6, 2026
Website: picinvesting.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals43.71%
HNWI41.51%
Corporations / Businesses14.78%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Piccolo Investment Consulting, LLC is an independent, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm is state-registered in Louisiana and Texas and operates under a limited liability company structure. Its client base is primarily individual and family households. Compensation is a blend of percentage-of-assets-under-management fees and hourly billing for advisory work. Piccolo does not identify as an active ESG investor and is not positioned as a capital allocator; its stated advisory activity centers on discretionary portfolio management.