AdvisorCensus / Financial advisors / Indiana / Terre Haute / Wabash Capital, Inc.
Wabash Capital, Inc. is an SEC-registered investment advisory firm in Terre Haute, IN, registered since 1998, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.
Quick answers
From the filingHow is Wabash Capital, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Wabash Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Wabash Capital, Inc. located?
Wabash Capital, Inc.'s principal office is in Terre Haute, IN, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Wabash Capital, Inc. registered with the SEC or a state?
Wabash Capital, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 107932.
How much does Wabash Capital, Inc. manage?
Wabash Capital, Inc. reports $173,044,936 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).
How have Wabash Capital, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Wabash Capital, Inc.: Regulatory assets under management: $144,699,595 in the October 2021 data and $173,044,936 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wabash Capital, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (471); high net worth individuals (17); charitable organizations (7).
Does Wabash Capital, Inc. 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/107932
What changed in Wabash Capital, Inc.'s recent Form ADV filings?
In the September 2026 filing data: Changed its office addresses in Greencastle, IN. Changed its office addresses in Harrisburg, IL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 19, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$173,044,936 as of October 2026, filing dated August 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1998 (27 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the September 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $173,044,936 | 3 | August 3, 2026 |
| October 2025 | $158,066,625 | 4 | February 10, 2025 |
| October 2024 | $146,511,236 | 4 | March 4, 2024 |
| October 2023 | $131,592,526 | 4 | March 22, 2023 |
| October 2022 | $150,859,748 | 4 | February 18, 2022 |
| October 2021 | $144,699,595 | 4 | March 12, 2021 |
Regulatory assets under management: $144,699,595 in the October 2021 data and $173,044,936 in the October 2026 data, up 20%.
Total employees: 4 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Changed its office addresses in Greencastle, IN.
- Changed its office addresses in Harrisburg, IL.
- April 2026
- Employees performing advisory functions went from 4 to 3.
- Changed its office addresses in Harrisburg, IL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wabash Capital, Inc. (CRD 107932): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wabash-capital-inc-terre-haute-in-107932