{
  "crd_number": 331836,
  "slug": "wacona-capital-llc-charlottesville-va-331836",
  "primary_business_name": "WACONA CAPITAL, LLC",
  "legal_name": "WACONA CAPITAL, LLC",
  "dbas": [],
  "city": "Charlottesville",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "16820",
  "metro": {
    "cbsa_code": "16820",
    "common_name": "Charlottesville",
    "msa_name": "Charlottesville, VA",
    "path": "/advisors/va/charlottesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-05",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2025-11-25",
  "carried_forward": false,
  "raum_total": 194115432.0,
  "raum_discretionary": 194115432.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 194115432.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/wacona-capital",
    "https://waconacapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331836",
  "city_as_filed": "CHARLOTTESVILLE",
  "url": "https://advisorcensus.com/firm/wacona-capital-llc-charlottesville-va-331836",
  "display_name": "Wacona Capital, LLC",
  "summary": "Wacona Capital, LLC is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated November 25, 2025.",
  "citation": "AdvisorCensus. Wacona Capital, LLC (CRD 331836): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Wacona Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wacona Capital, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wacona Capital, LLC located?",
      "a": "Wacona Capital, LLC's principal office is in Charlottesville, VA, according to its Form ADV."
    },
    {
      "q": "Is Wacona Capital, LLC registered with the SEC or a state?",
      "a": "Wacona Capital, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 331836."
    },
    {
      "q": "How much does Wacona Capital, LLC manage?",
      "a": "Wacona Capital, LLC reports $194,115,432 in regulatory assets under management in its Form ADV filing dated November 25, 2025 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wacona Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Wacona Capital, LLC 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/331836"
    },
    {
      "q": "What changed in Wacona Capital, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wacona-capital-llc-charlottesville-va-331836.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 194115432.0
    }
  ],
  "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/331836",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}