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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PIEDMONT INVESTMENT ADVISORS, INC.

CRD 298000

DURHAM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5b087b8-4a28-666e-bd0e-fa0f3ef460bc

Data as of Mar 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Jul 23, 2018 to Mar 26, 2020
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.4BItem 5.F on the latest filing (2020-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.4B
Private client RAUM: $2.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 63
Individual clients: 6
SEC number: 801-113878
CRD: 298000
Filings on the tape: 5
First filed: Jul 23, 2018
Latest filed: Mar 26, 2020
Organised: Corporation, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BYLES WILLIAMS, TINA	Trustee	F	yes	12/2009	Jul 23, 2018	Mar 26, 2020
BYLES WILLIAMS, TINA	CEO AND CHAIR OF THE BOARD	Na	yes	09/2018	Jul 23, 2018	Mar 26, 2020
CURRY, CHARLES, LORENZA	CO-CIO	Na	yes	09/2018	Jul 23, 2018	Mar 26, 2020
FIS GROUP ESOP TRUST	Shareholder	C	yes	12/2012	Jul 23, 2018	Mar 26, 2020
FIS GROUP, INC.	Shareholder	E	yes	09/2018	Jul 23, 2018	Mar 26, 2020
GREEN, ISAAC, HUGHES	PRESIDENT, CIO	Na	yes	09/2018	Jul 23, 2018	Mar 26, 2020
JENNINGS, ELISHA, U	Cco	Na	yes	09/2018	Oct 17, 2018	Mar 26, 2020
LOGUE, EUGENIE, GUTHRIE	Cfo	Na	yes	09/2018	Oct 17, 2018	Mar 26, 2020
SANYAL, SUMALI	CO-CIO	Na	yes	09/2018	Jul 23, 2018	Mar 26, 2020
TINA BYLES WILLIAMS REVOCABLE TRUST	Shareholder	D	yes	12/2009	Jul 23, 2018	Mar 26, 2020
URBACH, JAMES	Trustee	F	yes	12/2012	Jul 23, 2018	Mar 26, 2020
WILLIAMS, MCCULLOUGH, ALPHONSO	Director	Na	yes	09/2018	Oct 17, 2018	Mar 26, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIS GROUP, INC.	n/a	Institutional manager	$24B	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 26, 2020	$5.4B	$5.4B	16	9	0	n/a	n/a
2018	Mar 21, 2019	$4.0B	$4.0B	16	9	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$5.4B	$4.0B	34.4%	n/a	n/a	16	16	0	0

Relationships

Affiliated with (1)

→ XPONANCE LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (11)

← FIS GROUP, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Jul 23, 2018 to presentfactForm ADV
← LOGUE, EUGENIE, GUTHRIEOwnerCFO, ownership code NA, individual
Oct 17, 2018 to presentfactForm ADV
← GREEN, ISAAC, HUGHESOwnerPRESIDENT, CIO, ownership code NA, individual
Jul 23, 2018 to presentfactForm ADV
← CURRY, CHARLES, LORENZAOwnerCO-CIO, ownership code NA, individual
Jul 23, 2018 to presentfactForm ADV
← WILLIAMS, MCCULLOUGH, ALPHONSOOwnerDIRECTOR, ownership code NA, individual
Oct 17, 2018 to presentfactForm ADV
← BYLES WILLIAMS, TINAOwnerTRUSTEE, ownership code F, individual
Jul 23, 2018 to presentfactForm ADV
← SANYAL, SUMALIOwnerCO-CIO, ownership code NA, individual
Jul 23, 2018 to presentfactForm ADV
← URBACH, JAMESOwnerTRUSTEE, ownership code F, individual
Jul 23, 2018 to presentfactForm ADV
← JENNINGS, ELISHA, UOwnerCCO, ownership code NA, individual
Oct 17, 2018 to presentfactForm ADV
← FIS GROUP ESOP TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
Jul 23, 2018 to presentfactForm ADV
← TINA BYLES WILLIAMS REVOCABLE TRUSTOwnerSHAREHOLDER, ownership code D, domestic entity
Jul 23, 2018 to presentfactForm ADV

Dated events

Occurred
Mar 26, 2020
Regulatory AUM changed
Piedmont Investment Advisors, Inc. reported RAUM $5.4B, up 34% from $4.0B (2019-03-21 to 2020-03-26)
Form ADVobserved 4 days ago
$1.4B
Occurred
Oct 17, 2018
Succession filed (Item 4)
Piedmont Investment Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2018
First Form ADV filing
Piedmont Investment Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5b087b8-4a28-666e-bd0e-fa0f3ef460bc
First observed: Jul 23, 2018
Last observed: Mar 26, 2020 78 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PIEDMONT INVESTMENT ADVISORS, INC.

CRD 298000

DURHAM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5b087b8-4a28-666e-bd0e-fa0f3ef460bc

Data as of Mar 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BYLES WILLIAMS, TINA

Trustee

yes

12/2009

Jul 23, 2018

Mar 26, 2020

BYLES WILLIAMS, TINA

CEO AND CHAIR OF THE BOARD

yes

09/2018

Jul 23, 2018

Mar 26, 2020

CURRY, CHARLES, LORENZA

CO-CIO

yes

09/2018

Jul 23, 2018

Mar 26, 2020

FIS GROUP ESOP TRUST

Shareholder

yes

12/2012

Jul 23, 2018

Mar 26, 2020

FIS GROUP, INC.

Shareholder

yes

09/2018

Jul 23, 2018

Mar 26, 2020

GREEN, ISAAC, HUGHES

PRESIDENT, CIO

yes

09/2018

Jul 23, 2018

Mar 26, 2020

JENNINGS, ELISHA, U

Cco

yes

09/2018

Oct 17, 2018

Mar 26, 2020

LOGUE, EUGENIE, GUTHRIE

Cfo

yes

09/2018

Oct 17, 2018

Mar 26, 2020

SANYAL, SUMALI

CO-CIO

yes

09/2018

Jul 23, 2018

Mar 26, 2020

TINA BYLES WILLIAMS REVOCABLE TRUST

Shareholder

yes

12/2009

Jul 23, 2018

Mar 26, 2020

URBACH, JAMES

Trustee

yes

12/2012

Jul 23, 2018

Mar 26, 2020

WILLIAMS, MCCULLOUGH, ALPHONSO

Director

yes

09/2018

Oct 17, 2018

Mar 26, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIS GROUP, INC.

n/a

Institutional manager

$24B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 26, 2020

$5.4B

n/a

2018

Mar 21, 2019

$4.0B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$5.4B

$4.0B

34.4%

n/a