Piecapital
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 328743
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.86%
- Individuals2.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Piecapital operates as an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Clients are charged either a percentage of assets under management or fixed fees. Piecapital does not identify as an active ESG investor, and its filings do not indicate multi-state adviser status, pension consulting, or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds86%
- Exchange Traded Equities6%
- US Government Bonds4%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Robert Revels
Chief Compliance OfficerCRD 6112647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 555 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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