Wabash Capital, Inc.

RIASEC RegisteredEst. 1998

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$347K

Accounts

499

Employees

Advisory reps

Firm details

Headquarters: Terre Haute, Indiana
CRD number: 107932
Registered since: November 25, 1998
Website: www.wabashcapital.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals33.54%
Pension & Profit Sharing Plans21.75%
HNWI19.38%
Charitable Organizations16.1%
Corporations / Businesses9.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wabash Capital, Inc. is an independent registered investment adviser incorporated as a corporation and SEC-registered since 1998. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as for businesses or institutional entities. The firm charges clients on a percentage-of-AUM basis and also offers hourly billing for certain work. Wabash Capital does not identify as an active ESG investor and is not listed as a capital allocator; its model appears focused on building client portfolios rather than acting as a dedicated allocator to external managers.