Piecapital

Overview

Piecapital is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Its billing mixes a percentage-of-AUM schedule with fixed fees. Piecapital reports it does not pursue ESG investing as a policy and does not act as a capital allocator or a related adviser. The firm is registered to do business in the District of Columbia, Louisiana, and North Carolina. Advisory services emphasize bespoke planning and managed portfolios rather than running proprietary funds or acting as a multi-adviser platform.

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Public Holdings

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Location & Offices