{
  "crd_number": 111907,
  "slug": "wesbanco-investment-department-wheeling-wv-111907",
  "primary_business_name": "WESBANCO INVESTMENT DEPARTMENT",
  "legal_name": "WESBANCO BANK, INC.",
  "dbas": [],
  "city": "Wheeling",
  "state": "WV",
  "country": "United States",
  "cbsa_code": "48540",
  "metro": {
    "cbsa_code": "48540",
    "common_name": "Wheeling",
    "msa_name": "Wheeling, WV-OH",
    "path": "/advisors/wv/wheeling"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-03-30",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 892606781.0,
  "raum_discretionary": 892606781.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 892606781.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WV"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111907",
  "city_as_filed": "WHEELING",
  "url": "https://advisorcensus.com/firm/wesbanco-investment-department-wheeling-wv-111907",
  "display_name": "Wesbanco Investment Department",
  "summary": "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.",
  "citation": "AdvisorCensus. Wesbanco Investment Department (CRD 111907): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Wesbanco Investment Department compensated?",
      "a": "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."
    },
    {
      "q": "Where is Wesbanco Investment Department located?",
      "a": "Wesbanco Investment Department's principal office is in Wheeling, WV, according to its Form ADV."
    },
    {
      "q": "Is Wesbanco Investment Department registered with the SEC or a state?",
      "a": "Wesbanco Investment Department is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111907."
    },
    {
      "q": "How much does Wesbanco Investment Department manage?",
      "a": "Wesbanco Investment Department reports $892,606,781 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wesbanco Investment Department's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Wesbanco Investment Department serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (6)."
    },
    {
      "q": "Does Wesbanco Investment Department 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/111907"
    },
    {
      "q": "What changed in Wesbanco Investment Department's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 13."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 992738099.0,
      "total_employees": 20,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1049772657.0,
      "total_employees": 21,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 807255689.0,
      "total_employees": 18,
      "filing_date": "2023-05-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 839421117.0,
      "total_employees": 15,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 868546829.0,
      "total_employees": 16,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 892606781.0,
      "total_employees": 13,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 13."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wesbanco-investment-department-wheeling-wv-111907.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 892606781.0
    }
  ],
  "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/111907",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}