# WSC & Company, LLC

> WSC & Company, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 289138
- Filed as: WSC & COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289138
- AdvisorCensus page: https://advisorcensus.com/firm/wsc-and-company-llc-charlotte-nc-289138

## Quick answers

**How is WSC & Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WSC & Company, LLC 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 WSC & Company, LLC located?**
WSC & Company, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is WSC & Company, LLC registered with the SEC or a state?**
WSC & Company, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 289138.

**How much does WSC & Company, LLC manage?**
WSC & Company, LLC reports $320,355,422 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have WSC & Company, LLC's assets and staff changed since 2021?**
In the Form ADV data for WSC & Company, LLC: Regulatory assets under management: $191,803,472 in the October 2023 data and $320,355,422 in the October 2026 data, up 67%. Total employees: 7 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WSC & Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does WSC & Company, LLC 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/289138

**What changed in WSC & Company, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $320,355,422
- Discretionary: $320,355,422
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $320,355,422 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wscandcompany.com](https://wscandcompany.com)
- LinkedIn @wsc-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | February 16, 2021 |
| October 2022 | Not reported | Not reported | March 28, 2022 |
| October 2023 | $191,803,472 | 7 | May 20, 2023 |
| October 2024 | $203,796,302 | 7 | March 19, 2024 |
| October 2025 | $313,297,587 | 5 | May 9, 2025 |
| October 2026 | $320,355,422 | 6 | May 7, 2026 |

Regulatory assets under management: $191,803,472 in the October 2023 data and $320,355,422 in the October 2026 data, up 67%.
Total employees: 7 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WSC & Company, LLC (CRD 289138): Form ADV filing data as of October 2026.