Overview
Assets Under Management: $175 million
Headquarters: ST. CLAIRSVILLE, OH
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
APPALACHIAN CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120038), APPALACHIAN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
APPALACHIAN CAPITAL MANAGEMENT is headquartered in ST. CLAIRSVILLE, OH.
APPALACHIAN CAPITAL MANAGEMENT serves 50 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, APPALACHIAN CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
APPALACHIAN CAPITAL MANAGEMENT manages $175 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, APPALACHIAN CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 761
Discretionary Accounts: 761
Regulatory Filings
CRD Number: 120038
Filing ID: 2051923
Last Filing Date: 2026-02-13 11:26:08