Pym Waltman Capital, LLC is a large advisory firm based in Knoxville. It manages $134.94 million of regulatory assets for 544 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Indiana, and Tennessee.
Pym Waltman Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pym Waltman Capital, LLC is $134.94 million. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pym Waltman Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pym Waltman Capital, LLC performs its advisory services is located at 2076 Lakeside Centre Way, Knoxville, TN 37922, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 865-693-6301 or by fax 865-693-6302. The normal business hours are 8am - 5pm on Monday - Friday.