Advisor at Piedmont Capital Management, LLC
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Firm
Piedmont Capital Management, LLC
Location
Whitefish, MT 59937
Credentials
CFP®, Series 66
Industry experience
12 years
Thomas Schuch is a CFP® professional with 12 years of industry experience. He has been with Piedmont Capital Management, LLC since 2024 and previously worked at Coco Enterprises, LLC for ten years. Piedmont Capital Management serves individual and high-net-worth clients, family offices, trusts, and other entities with discretionary wealth management and standalone financial planning. The firm manages approximately $200 million in assets and offers educational seminars to the public, using a blend of technical, fundamental, and cyclical analysis to construct and monitor portfolios.
Based on Piedmont Capital Management, LLC
$0 - $100,000: 1.50% $100,000 - $250,000: 1.30% $250,000 - $500,000: 1.10% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
6442 Highway 93 South
Whitefish, MT 59937
Montana · Texas
Piedmont Capital Management, LLC
2024 - Present (2 years)
Coco Enterprises, LLC
2014 - 2024 (10 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Piedmont Capital Management, LLC
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