Overview
Assets Under Management: $819 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 220
Average Client Assets: $2 million
Frequently Asked Questions
PYA WALTMAN CAPITAL, LLC 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 #137283), PYA WALTMAN CAPITAL, LLC is subject to fiduciary duty under federal law.
PYA WALTMAN CAPITAL, LLC is headquartered in KNOXVILLE, TN.
PYA WALTMAN CAPITAL, LLC serves 220 high-net-worth clients according to their SEC filing dated November 03, 2025. View client details ↓
According to their SEC Form ADV, PYA WALTMAN CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PYA WALTMAN CAPITAL, LLC manages $819 million in client assets according to their SEC filing dated November 03, 2025.
According to their SEC Form ADV, PYA WALTMAN CAPITAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,367
Discretionary Accounts: 1,347
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 137283
Filing ID: 2024735
Last Filing Date: 2025-11-03 08:57:09
Website: 1