Daniel Felton Smith
Investment adviser representative at Piedmont Capital Management, LLC
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$495.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Piedmont Capital Management, LLCNov 2015 to now
- Piedmont Capital ManagmentDec 2014 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Piedmont Capital Management, LLC
$495.6MAssets managed
96Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6577973
- Firm CRD
- 155682