Peirce Capital Management, Llc
- Regulatory AUM
- $534M
- Discretionary
- $534M
- Clients
- 165
- Avg AUM / client
- $3.2M
- Accounts
- 1,023
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $9.7M | 1.81% |
| High net worth individuals | 129 | $524M | 98.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley Michael Peirce | Founder, Cco, Member | Jan 2007 (20y) | 75% or more | |
| Mark Daniel Heider | Member | CFP | Dec 2013 (13y) | 25% – 50% |
| George Luckett Williamson | Member | CFP Chartered Financial Consultant | Mar 2019 (7y) | 10% – 25% |
| Daniel Torrey Bingham | Registered representative | Jun 2020 (6y) | ||
| Jason Matthew Peirce | Registered representative | CFP | Nov 2022 (4y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 907 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $330M (62% of AUM) Mar 2026
- National Financial Services (Fidelity) $193M (36% of AUM) Mar 2026
- Fidelity Brokerage Services $46.3M (23% of AUM) Mar 2018
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 23, 2026.
View current Form ADV (SEC/IAPD) ↗