{
  "crd_number": 107932,
  "slug": "wabash-capital-inc-terre-haute-in-107932",
  "primary_business_name": "WABASH CAPITAL, INC.",
  "legal_name": "WABASH CAPITAL, INC.",
  "dbas": [],
  "city": "Terre Haute",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "45460",
  "metro": {
    "cbsa_code": "45460",
    "common_name": "Terre Haute",
    "msa_name": "Terre Haute, IN",
    "path": "/advisors/in/terre-haute"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-11-25",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 173044936.0,
  "raum_discretionary": 173044936.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 27855671.0,
      "count": 7
    },
    "individuals": {
      "raum": 58041512.0,
      "count": 471
    },
    "pension_profit_sharing": {
      "raum": 37645744.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 33536425.0,
      "count": 17
    },
    "corporations_other_businesses": {
      "raum": 15965584.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "OR",
    "TX"
  ],
  "websites": [
    "https://wabashcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107932",
  "city_as_filed": "TERRE HAUTE",
  "url": "https://advisorcensus.com/firm/wabash-capital-inc-terre-haute-in-107932",
  "display_name": "Wabash Capital, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Wabash Capital, Inc. (CRD 107932): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Wabash Capital, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Wabash Capital, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $150 an hour (special projects). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wabash Capital, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Wabash Capital, Inc. registered with the SEC or a state?",
      "a": "Wabash Capital, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 107932."
    },
    {
      "q": "How much does Wabash Capital, Inc. manage?",
      "a": "Wabash Capital, Inc. reports $173,044,936 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wabash Capital, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Wabash Capital, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Does Wabash Capital, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Wabash Capital, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in Greencastle, IN. Changed its office addresses in Harrisburg, IL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 144699595.0,
      "total_employees": 4,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 150859748.0,
      "total_employees": 4,
      "filing_date": "2022-02-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 131592526.0,
      "total_employees": 4,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 146511236.0,
      "total_employees": 4,
      "filing_date": "2024-03-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 158066625.0,
      "total_employees": 4,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 173044936.0,
      "total_employees": 3,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in Greencastle, IN.",
        "Changed its office addresses in Harrisburg, IL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Changed its office addresses in Harrisburg, IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 an hour (special projects)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (special projects)"
        ],
        "quotes": [
          "Hourly charges for special projects will be billed at the rate of $150.00 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "special projects"
        }
      ]
    },
    "quotes": [
      "Hourly charges for special projects will be billed at the rate of $150.00 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wabash-capital-inc-terre-haute-in-107932.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 471,
      "fewer_than_5": false,
      "raum": 58041512.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 33536425.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 37645744.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 27855671.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 15965584.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107932",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}