# 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.

- CRD: 107932
- Filed as: WABASH CAPITAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Terre Haute, IN
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107932
- AdvisorCensus page: https://advisorcensus.com/firm/wabash-capital-inc-terre-haute-in-107932

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $173,044,936
- Discretionary: $173,044,936
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 471 | $58,041,512 |
| High net worth individuals | 17 | $33,536,425 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $37,645,744 |
| Charitable organizations | 7 | $27,855,671 |
| Corporations or other businesses not listed above | Fewer than 5 | $15,965,584 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1998 (27 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Greencastle, IN
- Harrisburg, IL

### Websites listed on Form ADV (Item 1.I)
- wabashcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,699,595 | 4 | March 12, 2021 |
| October 2022 | $150,859,748 | 4 | February 18, 2022 |
| October 2023 | $131,592,526 | 4 | March 22, 2023 |
| October 2024 | $146,511,236 | 4 | March 4, 2024 |
| October 2025 | $158,066,625 | 4 | February 10, 2025 |
| October 2026 | $173,044,936 | 3 | August 3, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wabash Capital, Inc. (CRD 107932): Form ADV filing data as of October 2026.
