# Wesbanco Investment Department

> 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.

- CRD: 111907
- Filed as: WESBANCO INVESTMENT DEPARTMENT
- Legal name: Wesbanco Bank, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wheeling, WV
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111907
- AdvisorCensus page: https://advisorcensus.com/firm/wesbanco-investment-department-wheeling-wv-111907

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $892,606,781
- Discretionary: $892,606,781
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 6 | $892,606,781 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $992,738,099 | 20 | March 26, 2021 |
| October 2022 | $1,049,772,657 | 21 | April 14, 2022 |
| October 2023 | $807,255,689 | 18 | May 31, 2023 |
| October 2024 | $839,421,117 | 15 | March 26, 2024 |
| October 2025 | $868,546,829 | 16 | March 27, 2025 |
| October 2026 | $892,606,781 | 13 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 13.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wesbanco Investment Department (CRD 111907): Form ADV filing data as of October 2026.