Investment adviser · CRD 170272
PICCOLO INVESTMENT CONSULTING, LLC
Investment adviser filing (IA)
DENTON, TX, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 196 Accounts, not individual clients
- Employees
- 2 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 |
|---|---|---|---|
| Individuals | 173 | $48,082,000 | 43.7% |
| High-net-worth individuals | 22 | $45,663,000 | 41.5% |
| Corporations & businesses | Fewer than 5 | $16,255,000 | 14.8% |
Filing source
Form ADV 2133413 · Sep 17, 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: Sep 17, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
700 LONDONDERRY LANE, STE 400DENTON, TX, 76205, United States
CRD 170272
Filing source
Form ADV 2133413 · Sep 17, 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.