# Piedmont Wealth Advisory

> Piedmont Wealth Advisory is an SEC-registered investment advisory firm in Reston, VA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 333693
- Filed as: PIEDMONT WEALTH ADVISORY
- Legal name: Oak Barrel Wealth Advisory LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333693
- AdvisorCensus page: https://advisorcensus.com/firm/piedmont-wealth-advisory-reston-va-333693

## Quick answers

**How is Piedmont Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Piedmont Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Piedmont Wealth Advisory located?**
Piedmont Wealth Advisory's principal office is in Reston, VA, according to its Form ADV.

**Is Piedmont Wealth Advisory registered with the SEC or a state?**
Piedmont Wealth Advisory is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333693.

**How much does Piedmont Wealth Advisory manage?**
Piedmont Wealth Advisory reports $353,748,214 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Piedmont Wealth Advisory's assets and staff changed since 2025?**
In the Form ADV data for Piedmont Wealth Advisory: Regulatory assets under management: $267,813,718 in the October 2025 data and $353,748,214 in the October 2026 data, up 32%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Piedmont Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (103).

**Which custodians does Piedmont Wealth Advisory use?**
Piedmont Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Piedmont Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333693

**What changed in Piedmont Wealth Advisory's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NH, OH, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Minimum annual fee: $2,500

> All Clients will be charged a minimum annual fee of $2,500.

> Piedmont Wealth Advisory generally requires a minimum annual fee of $2,500 to effectively implement its wealth management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $353,748,214
- Discretionary: $353,748,214
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $28,569,375 |
| High net worth individuals | 103 | $318,823,268 |
| Charitable organizations | Fewer than 5 | $6,355,571 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, MD, NC, NH, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- piedmontwealthadvisory.com
- LinkedIn @piedmont-wealth-advisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $267,813,718 | 3 | March 5, 2025 |
| October 2026 | $353,748,214 | 3 | September 2, 2026 |

Regulatory assets under management: $267,813,718 in the October 2025 data and $353,748,214 in the October 2026 data, up 32%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NH, OH, TX.

### February 2026
- Regulatory assets under management went from $267,813,718 to $353,748,214 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Piedmont Wealth Advisory (CRD 333693): Form ADV filing data as of October 2026.