{
  "crd_number": 305815,
  "slug": "wedmont-private-capital-west-chester-pa-305815",
  "primary_business_name": "WEDMONT PRIVATE CAPITAL",
  "legal_name": "WEDMONT PRIVATE CAPITAL, LLC",
  "dbas": [],
  "city": "West Chester",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 3440714185.0,
  "raum_discretionary": 3426600557.0,
  "raum_non_discretionary": 14113628.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 670601.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 929057.0,
      "count": 5
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 3422767297.0,
      "count": 491
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 16347230.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/wedmontprivatecapital",
    "https://wedmont.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305815",
  "city_as_filed": "WEST CHESTER",
  "url": "https://advisorcensus.com/firm/wedmont-private-capital-west-chester-pa-305815",
  "display_name": "Wedmont Private Capital",
  "summary": "Wedmont Private Capital is an SEC-registered investment advisory firm in West Chester, PA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. Wedmont Private Capital (CRD 305815): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wedmont Private Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wedmont Private Capital reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wedmont Private Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 states: Subscription: $3,750 a quarter (Ongoing Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wedmont Private Capital located?",
      "a": "Wedmont Private Capital's principal office is in West Chester, PA, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wedmont Private Capital registered with the SEC or a state?",
      "a": "Wedmont Private Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305815."
    },
    {
      "q": "How much does Wedmont Private Capital manage?",
      "a": "Wedmont Private Capital reports $3,440,714,185 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wedmont Private Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wedmont Private Capital: Regulatory assets under management: $140,051,863 in the October 2021 data and $3,440,714,185 in the October 2026 data, up 2357%. Total employees: 3 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wedmont Private Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (491); individuals (other than high net worth individuals) (5); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Wedmont Private Capital use?",
      "a": "Wedmont Private Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wedmont Private Capital 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/305815"
    },
    {
      "q": "Does Wedmont Private Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 says: \"Our minimum account size requirement is $1,000,000 in investable assets. This minimum is negotiable in some circumstances.\""
    },
    {
      "q": "What changed in Wedmont Private Capital's recent Form ADV filings?",
      "a": "In the August 2026 filing data: No longer lists an office in Portland, ME."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 140051863.0,
      "total_employees": 3,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 501328174.0,
      "total_employees": 6,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1022151670.0,
      "total_employees": 6,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1577291043.0,
      "total_employees": 7,
      "filing_date": "2024-02-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2370836249.0,
      "total_employees": 8,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3440714185.0,
      "total_employees": 16,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "No longer lists an office in Portland, ME."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in DE, NC."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Regulatory assets under management went from $2,370,836,249 to $3,440,714,185 (+45%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Added an office in Saint Louis, MO.",
        "Registered or notice-filed in MO."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Registered or notice-filed in IN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 14, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $3,750 a quarter (Ongoing Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account size requirement is $1,000,000 in investable assets. This minimum is negotiable in some circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $3,750 a quarter (Ongoing Financial Planning Services)"
        ],
        "quotes": [
          "Ongoing Financial Planning Services consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $3,750 per quarter ($15,000 per year)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 3750.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Ongoing Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "Our minimum account size requirement is $1,000,000 in investable assets. This minimum is negotiable in some circumstances.",
      "Ongoing Financial Planning Services consists of an ongoing fee that is paid quarterly, in arrears, at the rate of $3,750 per quarter ($15,000 per year)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wedmont-private-capital-west-chester-pa-305815.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 929057.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 491,
      "fewer_than_5": false,
      "raum": 3422767297.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 670601.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 16347230.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/305815",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}