Piedmont Capital Management, LLC: Detailed Company Information & Corporate Profile

Contact top employees from Piedmont Capital Management, LLC

Summary

Piedmont Capital Management, LLC was founded in 2009 and is headquartered in Whitefish, Montana. The firm specializes in portfolio management and financial services tailored to individuals and small businesses.

Its core offerings span investments, financial planning, retirement planning, estate planning, cash flow planning, education planning, risk management, and self‑improvement seminars. With a staff of 1‑10 professionals, the company maintains a highly personalized client experience.

Owner Tom Schuch leads the firm, while Erika Morck handles office administration and client service. Piedmont Capital’s revenue falls within the $1 million to $10 million range, reflecting steady growth in a competitive finance landscape.

Industries
Piedmont Capital Management, LLC Headquarters Address6442 US 93 South, Whitefish, MT, 59937 US
Company Size1-10 employees
Specialities & ServicesInvestments, Financial Planning, Retirement Planning, Small Business Consulting, Estate Planning, Cash Flow Planning, Education Planning, Risk Management, Self-Improvement Seminars
Founded2009
Estimated Annual Revenue$1 - 10M
Updated:2026-10-27

Workforce Turnover

Length of Employment

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Piedmont Capital Management, LLC's workforce includes employees across a wide range of tenure levels.

25% have been with the company for 1 to 2 years25% have been with the company for 8 to 10 years50% have been with the company for more than 11 years
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Erika Morck
Erika MorckOffice Administrator / Client Service Professional
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Piedmont Capital Management, LLC Corporate Information: FAQ

Piedmont Capital Management, LLC has offices located in Whitefish, US.
The headquarters of Piedmont Capital Management, LLC are located in Whitefish, United States.
Piedmont Capital Management, LLC currently employs 1-10 people.

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