PYA WALTMAN CAPITAL, LLC

1402 Ebenezer Road
Knoxville, Tennessee 37922
Tel: 865-693-6301

About PYA WALTMAN CAPITAL, LLC

PYA WALTMAN CAPITAL, LLC, formally registered with the SEC as PYA WALTMAN CAPITAL, LLC. The firm was established in 12/09/2005. They have over 3 offices throughout the country.

PYA WALTMAN CAPITAL, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $1,030,582,694 assets under management, offering retirement planning & investment advisory services to 1222 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137283
SEC#	801-64909
Assets Managed by Firm	$1,030,582,694
No. of Clients	1222
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1222	$1,030,582,694
Individuals (other than high net worth individuals)	204	$50,724,024
High net worth individuals	166	$415,734,814
Pension and profit sharing plans	18	$379,488,026
Charitable organizations	3	$2,894,479
Corporations or other businesses	7	$181,741,351

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