Appalachian Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$175,316,177
Total clients
341
15% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
341
Average account size
$514,124
About
Appalachian Capital Management provides discretionary portfolio management to individuals, high‑net‑worth clients, and charitable organizations, delivering tailored investment management through customized portfolios or firm model portfolios and advising on IRA rollovers as fiduciaries. The firm primarily invests clients in no‑load mutual funds and ETFs and charges fees as a percentage of assets under management.
The firm’s investment approach emphasizes asset allocation, diversification, and long‑term positioning while using both fundamental and technical analysis to construct and monitor portfolios; managers may rebalance as market conditions or client circumstances change and may use short‑term trades when considered suitable. Accounts are managed on a discretionary basis with ongoing monitoring and at least quarterly reviews, and the adviser may implement predefined model portfolios to scale advice across many accounts.
What is distinctive is that a single designated advisor manages a comparatively large client base — 341 clients and roughly $175 million in discretionary assets — a client‑to‑advisor ratio that is uncommon for firms in this peer group and that can increase reliance on standardized processes and model portfolios. The firm also discloses that its principal has outside roles with a regional bank board, private oil and gas interests, and a family real estate trust, and routinely uses Schwab Institutional for custody and institutional services.
Client services
Fee options
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)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Appalachian Capital Management
51461 Jennifer Lane, Suite 215
St. Clairsville OH 43950, United States
Number of offices
1
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")