Investment adviser · CRD 120038
APPALACHIAN CAPITAL MANAGEMENT
Investment adviser filing (IA)
APPALACHIAN CAPITAL MANAGEMENT LTD
ST. CLAIRSVILLE, OH, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 761 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 50 | $109,595,776 | 62.5% |
| Individuals | 291 | $60,911,341 | 34.7% |
| Charities | 16 | $4,628,434 | 2.6% |
| Retirement plans | Fewer than 5 | $180,626 | 0.1% |
Filing source
Form ADV 2071625 · Mar 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
51461 JENNIFER LANE, SUITE 215ST. CLAIRSVILLE, OH, 43950, United States
CRD 120038
Filing source
Form ADV 2071625 · Mar 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.