Pya Waltman Capital, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $761M
- Clients
- 424
- Avg AUM / client
- $2.4M
- Accounts
- 1,528
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Investments (13F portfolio — 67 positions, $360,706,270)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $38,135,538 | 79,582 | 10.6% | 3.79% |
| 2 | Post Hldgs Inc | COM | $32,545,655 | 329,210 | 9.02% | 3.24% |
| 3 | T Rowe Price Etf Inc | CAP APPRECIATION | $29,637,173 | 832,739 | 8.22% | 2.95% |
| 4 | Markel Group Inc | COM | $21,815,986 | 11,398 | 6.05% | 2.17% |
| 5 | Alphabet Inc | CAP STK CL A | $21,472,148 | 74,670 | 5.95% | 2.13% |
| 6 | Amazon Com Inc | COM | $20,661,038 | 99,203 | 5.73% | 2.05% |
| 7 | Transdigm Group Inc | COM | $15,245,698 | 13,155 | 4.23% | 1.52% |
| 8 | Danaher Corp Del | COM | $14,617,109 | 77,094 | 4.05% | 1.45% |
| 9 | Heico Corp New | CL A | $13,179,609 | 62,436 | 3.65% | 1.31% |
| 10 | S&P Global Inc | COM | $12,746,946 | 29,969 | 3.53% | 1.27% |
| 11 | Roper Technologies Inc | COM | $11,422,234 | 32,279 | 3.17% | 1.14% |
| 12 | Johnson & Johnson | COM | $10,127,057 | 41,430 | 2.81% | 1.01% |
| 13 | Sprott Asset Management Lp | PHYSICAL GOLD AN | $9,127,391 | 191,270 | 2.53% | 0.91% |
| 14 | Vanguard Scottsdale Fds | INTER TERM TREAS | $6,297,304 | 105,748 | 1.75% | 0.63% |
| 15 | Amgen Inc | COM | $4,838,763 | 13,752 | 1.34% | 0.48% |
| 16 | Pepsico Inc | COM | $4,795,462 | 30,881 | 1.33% | 0.48% |
| 17 | Abbvie Inc | COM | $4,611,500 | 21,203 | 1.28% | 0.46% |
| 18 | Texas Instrs Inc | COM | $4,540,158 | 23,386 | 1.26% | 0.45% |
| 19 | Procter & Gamble Co | COM | $4,410,245 | 30,533 | 1.22% | 0.44% |
| 20 | United Parcel Svcs Inc | CL B | $4,371,076 | 44,431 | 1.21% | 0.43% |
| 21 | Fidelity Wise Origin Bitcoin | SHS | $3,851,003 | 65,238 | 1.07% | 0.38% |
| 22 | Home Depot Inc | COM | $3,804,919 | 11,569 | 1.05% | 0.38% |
| 23 | Chevron Corporation | COM | $3,655,741 | 17,669 | 1.01% | 0.36% |
| 24 | Topbuild Cor | COM | $3,630,159 | 10,334 | 1.01% | 0.36% |
| 25 | Broadcom Inc | COM | $3,586,007 | 11,586 | 0.99% | 0.36% |
Top 25 of 67 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $65.7M | 6.53% |
| High net worth individuals | 192 | $616M | 61.2% |
| Pension and profit sharing plans | 15 | $133M | 13.2% |
| Charitable organizations | 8 | $185M | 18.4% |
| Corporations and other businesses | 3 | $6.5M | 0.64% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Protection Strategies, Inc. 401(k) Plan Protection Strategies, Inc. | 2024 | |
| Gastrointestinal Associates, P.C. Retirement Plan Gastrointestinal Associates, P.C. | 2024 | |
| Premier Surgical Associates, Pllc 401(k) Profit Sharing Plan Premier Surgical Associates, Pllc | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Martin, Douglas | Member | Oct 2005 (21y) | Less than 5% | |
| Douglas Andrew Yoakley | Member | Oct 2005 (21y) | 25% – 50% | |
| Gheen, Gregory, Paul | Member | Oct 2005 (21y) | Less than 5% | |
| Jack William Waltman | President, Member | CFP | Oct 2005 (21y) | 25% – 50% |
| Eric E Foster | Member | CFP | Jan 2007 (20y) | 10% – 25% |
| Ott, Jessica, Lee | Chief Compliance Officer | Mar 2009 (17y) | Less than 5% | |
| Melissa Kesling Ballard | Registered representative | CFP | Nov 2008 (18y) | |
| Aaron Matthew Sams | Registered representative | CFA | Mar 2011 (15y) | |
| Austin Miller Koplan | Registered representative | Jun 2021 (5y) | ||
| Aaron Michael Nolan | Registered representative | CFP | Jan 2022 (5y) | |
| Claire Covey Kluth | Registered representative | CFP | Feb 2024 (3y) | |
| Caden Jason Mumford | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Protection Strategies, Inc. 401(k) Plan | Protection Strategies, Inc. | 302 | $6.2M | 01/01/2024 |
| Gastrointestinal Associates, P.C. Retirement Plan | Gastrointestinal Associates, P.C. | 148 | $25.7M | 01/01/2024 |
| Premier Surgical Associates, Pllc 401(k) Profit Sharing Plan | Premier Surgical Associates, Pllc | 169 | $53.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $893M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗