{
  "crd_number": 43276,
  "slug": "wesbanco-securities-inc-st-clairsville-oh-43276",
  "primary_business_name": "WESBANCO SECURITIES, INC.",
  "legal_name": "WESBANCO SECURITIES, INC.",
  "dbas": [],
  "city": "St Clairsville",
  "state": "OH",
  "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": "2020-12-08",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 285875773.0,
  "raum_discretionary": 182284172.0,
  "raum_non_discretionary": 103591601.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 110,
  "advisory_employees": 42,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 186103846.0,
      "count": 1419
    },
    "high_net_worth_individuals": {
      "raum": 99771927.0,
      "count": 208
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CO",
    "DC",
    "FL",
    "HI",
    "IL",
    "IN",
    "KY",
    "MD",
    "MI",
    "NC",
    "NE",
    "NJ",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "WA",
    "WV"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/43276",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "ST CLAIRSVILLE",
  "url": "https://advisorcensus.com/firm/wesbanco-securities-inc-st-clairsville-oh-43276",
  "display_name": "Wesbanco Securities, Inc.",
  "summary": "Wesbanco Securities, Inc. is an SEC-registered investment advisory firm in St Clairsville, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Wesbanco Securities, Inc. (CRD 43276): 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": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wesbanco Securities, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wesbanco Securities, Inc. 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 Securities, Inc. located?",
      "a": "Wesbanco Securities, Inc.'s principal office is in St Clairsville, OH, according to its Form ADV; the August 2026 filing also lists 19 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wesbanco Securities, Inc. registered with the SEC or a state?",
      "a": "Wesbanco Securities, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 43276."
    },
    {
      "q": "How much does Wesbanco Securities, Inc. manage?",
      "a": "Wesbanco Securities, Inc. reports $285,875,773 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (64% discretionary)."
    },
    {
      "q": "How have Wesbanco Securities, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wesbanco Securities, Inc.: Regulatory assets under management: $128,410,720 in the October 2021 data and $285,875,773 in the October 2026 data, up 123%. Total employees: 127 in October 2021 and 110 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wesbanco Securities, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,419); high net worth individuals (208)."
    },
    {
      "q": "Which custodians does Wesbanco Securities, Inc. use?",
      "a": "Wesbanco Securities, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC and SEI Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wesbanco Securities, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/43276"
    },
    {
      "q": "What changed in Wesbanco Securities, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128410720.0,
      "total_employees": 127,
      "filing_date": "2021-08-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 149820636.0,
      "total_employees": 115,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 131022680.0,
      "total_employees": 101,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 132661186.0,
      "total_employees": 103,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 166458070.0,
      "total_employees": 100,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 285875773.0,
      "total_employees": 110,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 28 to 42.",
        "Regulatory assets under management went from $166,458,070 to $285,875,773 (+72%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NE."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "SEI Securities, Inc.",
      "name_as_filed": "SEI SECURITIES, 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/wesbanco-securities-inc-st-clairsville-oh-43276.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1419,
      "fewer_than_5": false,
      "raum": 186103846.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 208,
      "fewer_than_5": false,
      "raum": 99771927.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/43276",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}