AdvisorCensus / Financial advisors / West Virginia / Wheeling / Wesbanco Investment Department
Wesbanco Investment Department
Filed as WESBANCO INVESTMENT DEPARTMENT · Legal name Wesbanco Bank, Inc.
Wesbanco Investment Department is an SEC-registered investment advisory firm in Wheeling, WV, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Wesbanco Investment Department compensated?
On its Form ADV (Item 5.E, October 2026), Wesbanco Investment Department reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Wesbanco Investment Department located?
Wesbanco Investment Department's principal office is in Wheeling, WV, according to its Form ADV.
Is Wesbanco Investment Department registered with the SEC or a state?
Wesbanco Investment Department is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111907.
How much does Wesbanco Investment Department manage?
Wesbanco Investment Department reports $892,606,781 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have Wesbanco Investment Department's assets and staff changed since 2021?
In the Form ADV data for Wesbanco Investment Department: Regulatory assets under management: $992,738,099 in the October 2021 data and $892,606,781 in the October 2026 data, down 10%. Total employees: 20 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wesbanco Investment Department serve?
By number of clients on Form ADV Item 5.D: investment companies (6).
Does Wesbanco Investment Department 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/111907
What changed in Wesbanco Investment Department's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 16 to 13.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$892,606,781 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Wesbanco Bank, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2001 (25 years)
- Employees
- Total: 13. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $892,606,781 | 13 | March 30, 2026 |
| October 2025 | $868,546,829 | 16 | March 27, 2025 |
| October 2024 | $839,421,117 | 15 | March 26, 2024 |
| October 2023 | $807,255,689 | 18 | May 31, 2023 |
| October 2022 | $1,049,772,657 | 21 | April 14, 2022 |
| October 2021 | $992,738,099 | 20 | March 26, 2021 |
Regulatory assets under management: $992,738,099 in the October 2021 data and $892,606,781 in the October 2026 data, down 10%.
Total employees: 20 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 16 to 13.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wesbanco Investment Department (CRD 111907): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wesbanco-investment-department-wheeling-wv-111907