Overview
Assets Under Management: $2.4 billion
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 382
Average Client Assets: $6 million
Frequently Asked Questions
WEDMONT PRIVATE CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305815), WEDMONT PRIVATE CAPITAL is subject to fiduciary duty under federal law.
WEDMONT PRIVATE CAPITAL is headquartered in WEST CHESTER, PA.
WEDMONT PRIVATE CAPITAL serves 382 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, WEDMONT PRIVATE CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WEDMONT PRIVATE CAPITAL manages $2.4 billion in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, WEDMONT PRIVATE CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 382
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.49
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 2,017
Discretionary Accounts: 2,004
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 305815
Filing ID: 2032585
Last Filing Date: 2025-12-16 07:58:08
Website: 7