Advisor at Appalachian Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
1% annually of the market value of the managed portfolio, billed quarterly in arrears
Account minimum: $250,000 minimum relationship size for Portfolio Management Services (waived for IRA and Roth IRA accounts; may be waived in special circumstances)
Appalachian Capital Management
2026 - Present (1 year)
Appalachian Capital Management
2022 - Present (4 years)
C.H. Robinson Worldwide
2019 - 2022 (3 years)
The Ohio State University
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
St Clairsville, OH
Edward Jones
Series 66
St Clairsville, OH
Edward Jones
Series 63, Series 66
Wheeling, WV
Edward Jones
Series 63, Series 65
Wheeling, WV
Anthony Investment Management, Llc
CFP®, Series 66
Wheeling, WV
Fort Henry Capital, Llc
CFP®, Series 63, Series 65
St. Clairsville, OH
Appalachian Capital Management
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