Peirce Capital Management

What Peirce Capital Management does

Peirce Capital Management is a private investment advisory and wealth management firm founded in 2007 by Wes Peirce and headquartered in The Woodlands, Texas. The firm specializes in investment advisory, wealth management, and financial planning services, operating in the registered investment advisor segment of the financial services industry with a small team of 11 to 50 employees. Its service offering centers on traditional fee-based advisory and planning engagements for individual and family clients, though no specific fee schedules, AUM figures, product portfolio, customer segments, or technology stack are disclosed in available sources.

The firm's business model is consistent with conventional boutique RIA economics — generating revenue through asset-based advisory fees, planning retainers, and portfolio management charges — but no pricing, contract structure, or revenue mechanics are publicly documented. The firm maintains a minimal public footprint: no technology platform, no disclosed partnerships or integrations, no awards or certifications, no customer logos, and no operational details beyond the founder's identity and the firm's location are recorded. The firm's own website (peircecap.com) currently returns only a loading/verification placeholder rather than substantive content.

Available data is materially thin. No third-party sources disclose funding history, M&A activity, product launches, regulatory actions, leadership changes, AI capabilities, or headcount trends beyond a 11–50 employee range band. Any assessment of scale, customer base, technology posture, or strategic trajectory rests on minimal evidence and should be treated accordingly.

Name

Peirce Capital Management

Website

https://peircecap.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Peirce Capital Management is a private investment advisory and wealth management firm founded in 2007, based in The Woodlands, Texas, providing investment advisory, financial planning, and wealth management services to clients.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Investment advisory
• Wealth management
• Financial planning
• Asset management
• Portfolio management

Headquarters

HQ city

The Woodlands

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

Peirce Capital Management provides investment advisory, wealth management, and financial planning services. The firm delivers personalized strategies designed to help clients manage, preserve, and grow their financial assets. Headquartered in The Woodlands, Texas, the firm operates as a private for-profit advisory practice serving a focused client base.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Personalized investment advisory services that guide clients in selecting, managing, and rebalancing investment portfolios aligned with their financial goals and risk tolerance. Designed for individuals and families seeking professional investment guidance.
• Wealth Management Comprehensive wealth management services that integrate investment, tax, estate, and retirement planning to help clients preserve and grow assets over the long term. Targeted at individuals and households with investable assets.
• Financial Planning Holistic financial planning services covering retirement, tax, estate, education funding, and goal-based planning to align client resources with long-term life objectives. Geared toward individuals and families seeking structured financial roadmaps.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Mariner Wealth Advisors: Multi-billion-dollar national RIA offering wealth advisory, financial planning, and tax services; overlaps directly with Peirce's service lines as a much larger scaled competitor.
• Hightower Advisors: National wealth management platform built by aggregating boutique advisory firms; comparable services to Peirce (investment advisory, planning) and represents a likely acquirer or partnership channel for founder-led boutiques.
• Mercer Advisors: National RIA offering wealth management, financial planning, and tax services to HNW individuals; overlaps with Peirce's service mix as a scaled competitor pursuing advisor acquisitions.
• Cetera Financial Group: Wealth management and advisory support platform serving independent financial professionals; relevant to Peirce as both an indirect competitor and a partnership channel for outsourcing operations and technology.
• Carson Group: Large RIA platform supporting partner advisors with investment management, planning, and back-office services; relevant as a scaled competitor and a potential acquirer/partner for boutique firms like Peirce.
• Buckingham Strategic Partners: RIA support and partnership firm serving independent advisors with portfolio management and planning resources; comparable to Peirce as a private wealth advisory peer and a possible partnership route for boutique firms.
• Edelman Financial Engines: Large national RIA providing investment advisory and financial planning to retail HNW clients; relevant as a scaled competitor in the same advisory-plus-planning category where Peirce operates.
• Creative Planning: Large independent RIA offering wealth management and financial planning to individuals and institutions; comparable to Peirce as a privately held advisory firm, but operating at vastly greater scale with multi-billion AUM and a national footprint.

Direct peers

• Richard Wealth Advisors: Texas-based boutique RIA offering wealth management and financial planning to HNW individuals and families; closely comparable to Peirce in scale, geography, service mix, and founder-led positioning.

Emerging players

• Focus Financial Partners: Aggregator of independent advisory firms providing capital, technology, and operational support; relevant to Peirce as a potential acquirer and as a structural model for advisor roll-ups in this space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/peirce-capital-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peirce Capital Management