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Chief Investment Officer · Piedmont Capital Management, LLC

Daniel F. Smith

CRD 6577973 · Named on Form ADV at one SEC-registered adviser

At a glance

Piedmont Capital Management, LLC, an SEC-registered wealth manager based in Greenboro, NC with $496 million in regulatory assets, lists Daniel F. Smith on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John M. SimmsChief Investment Strategist, Piedmont Capital Management, LLC
  • Susan B. GleasonExecutive Vice President/ Chief Client Officer/ Treasurer, Piedmont Capital Management, LLC
  • James HarrisCEO and President, Piedmont Capital Management, LLC
  • Kevin R. FreemanChief Compliance Officer & Information Technology Officer, Piedmont Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.