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Daniel Felton Smith

PIEDMONT CAPITAL MANAGEMENT, LLC·GREENBORO, North Carolina
Clean record10 years registeredPIEDMONT CAPITAL MANAGEMENT, LLC
800 GREEN VALLEY RD., STE 203, GREENBORO, NC 27408CRD# 6577973Firm CRD# 155682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Felton Smith · GREENBORO, NC
Registration
CRD #6577973 · PIEDMONT CAPITAL MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

PIEDMONT CAPITAL MANAGEMENT, LLC
Nov 2015 – present
02

Registrations & Exams

Registration record
First registered · November 2, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 155682 · SEC 801-110286
AUM
$371M
Regulatory assets under management
Employees
23
215 client accounts
Services offered by PIEDMONT CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PIEDMONT CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Daniel Felton Smith offer?
Daniel Felton Smith specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENBORO, North Carolina for a consultation.
What are Daniel Felton Smith's credentials?
Daniel Felton Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Felton Smith located?
Daniel Felton Smith is based in GREENBORO, North Carolina, working with PIEDMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the GREENBORO metropolitan area and surrounding communities.
How does Daniel Felton Smith charge for services?
Daniel Felton Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIEDMONT CAPITAL MANAGEMENT, LLC?
PIEDMONT CAPITAL MANAGEMENT, LLC has approximately 23 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PIEDMONT CAPITAL MANAGEMENT, LLC

John Meredith Simms
GREENBORO, NC
Michael Kirk Shields
GREENBORO, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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