# Wedmont Private Capital

> 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.

- CRD: 305815
- Filed as: WEDMONT PRIVATE CAPITAL
- Legal name: Wedmont Private Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305815
- AdvisorCensus page: https://advisorcensus.com/firm/wedmont-private-capital-west-chester-pa-305815

## Quick answers

**How is Wedmont Private Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Wedmont Private Capital reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does Wedmont Private Capital charge?**
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.

**Where is Wedmont Private Capital located?**
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).

**Is Wedmont Private Capital registered with the SEC or a state?**
Wedmont Private Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305815.

**How much does Wedmont Private Capital manage?**
Wedmont Private Capital reports $3,440,714,185 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Wedmont Private Capital's assets and staff changed since 2021?**
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.

**What types of clients does Wedmont Private Capital serve?**
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).

**Which custodians does Wedmont Private Capital use?**
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.

**Does Wedmont Private Capital 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/305815

**Does Wedmont Private Capital state an account minimum?**
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."

**What changed in Wedmont Private Capital's recent Form ADV filings?**
In the August 2026 filing data: No longer lists an office in Portland, ME.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 14, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our minimum account size requirement is $1,000,000 in investable assets. This minimum is negotiable in some circumstances.

- Subscription: $3,750 a quarter (Ongoing Financial Planning Services)

> 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).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,440,714,185
- Discretionary: $3,426,600,557
- Non-discretionary: $14,113,628

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $929,057 |
| High net worth individuals | 491 | $3,422,767,297 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $670,601 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $16,347,230 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 16 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Madison, WI
- Saint Louis, MO

### Websites listed on Form ADV (Item 1.I)
- wedmont.com
- LinkedIn @wedmontprivatecapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,051,863 | 3 | September 14, 2021 |
| October 2022 | $501,328,174 | 6 | September 8, 2022 |
| October 2023 | $1,022,151,670 | 6 | September 21, 2023 |
| October 2024 | $1,577,291,043 | 7 | February 27, 2024 |
| October 2025 | $2,370,836,249 | 8 | June 30, 2025 |
| October 2026 | $3,440,714,185 | 16 | September 2, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists an office in Portland, ME.

### June 2026
- Employees performing advisory functions went from 11 to 12.

### April 2026
- Registered or notice-filed in DE, NC.

### March 2026
- 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%).

### January 2026
- Employees performing advisory functions went from 9 to 10.
- Added an office in Saint Louis, MO.
- Registered or notice-filed in MO.

### December 2025
- Employees performing advisory functions went from 7 to 9.
- Registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wedmont Private Capital (CRD 305815): Form ADV filing data as of October 2026.