PYA Waltman Capital, LLC

PYA Waltman Capital, LLC provides financial planning, investment supervisory and investment management services, and retirement-plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm manages accounts on both discretionary and non‑discretionary bases and provides portfolio management for individuals as well as plan sponsor consulting and participant education.

The firm describes a tactical investment approach that emphasizes fundamental‑value analysis supplemented by technical analysis for timing, and it uses a mix of no‑load and load‑waived mutual funds, ETFs, individual stocks and bonds, and may recommend ETFs with cryptocurrency exposure. Accounts are managed on an individualized basis with regular reviews, and the brochure notes a typical $1,000,000 account minimum for advisory services (subject to waiver).

PYA Waltman departs from many peers by offering performance‑based fee arrangements to qualified clients—typically 33% of appreciation above a 6% hurdle, subject to a high‑water mark and adjusted for cash flows, with fees that may be based on unrealized as well as realized gains. The brochure also discloses additional industry relationships and potential conflicts (for example, an advisory representative is independently registered to sell insurance) and indicates the firm advertises performance results and uses client testimonials in its marketing, practices that are less common among similar team firms.