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Caden Jason Mumford

Pya Waltman Capital, LLC

Knoxville, TN

CRD 8234152

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Employer firm

Pya Waltman Capital, LLC CRD 137283

$1.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pya Waltman Capital, Llc

1402 Ebenezer Road, Knoxville, TN 37922 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-10
  • TN RA
    APPROVED
    Since 2026-03-10

Branch Locations

1402 Ebenezer Road, Knoxville, TN 37922 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Springs Jr/Sr High School Cambridge Springs PA 03/2016 06/2020
Liberty University Lynchburg VA 08/2020 05/2024
Hsc Wealth Advisors Lynchburg VA 05/2023 05/2024
Pya Waltman Capital, Llc Knoxville TN 07/2024 Present
  • 03/2016 → 06/2020
    Cambridge Springs Jr/Sr High School
    Cambridge Springs, PA
  • 08/2020 → 05/2024
    Liberty University
    Lynchburg, VA
  • 05/2023 → 05/2024
    Hsc Wealth Advisors
    Lynchburg, VA
  • 07/2024 → Present
    Knoxville, TN
Designations
  • Certified Financial Planner

View on SEC IAPD

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