Wedmont Private Capital

RIASEC RegisteredEst. 2021

Total AUM

$3.4B

Discretionary

$3.4B

100% of AUM

Avg account

$1.4M

Accounts

2,437

Employees

Advisory reps

Firm details

Headquarters: West Chester, Pennsylvania
CRD number: 305815
Registered since: May 19, 2021
Website: wedmont.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: HNWI99.48%
Corporations / Businesses0.48%
Individuals0.03%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wedmont Private Capital is an independent, SEC-registered registered investment advisor organized as an LLC and operating as a capital allocator for both individual & family and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection services. It charges fixed fees and does not report itself as an active ESG investor. Wedmont has been recognized on Forbes’ Top RIA Firms list in 2024. The firm acts as an allocator to third‑party managers rather than exclusively running proprietary funds, which is reflected in its advisory activity that includes selection of other advisers and pension consulting. Its business model emphasizes outsourced manager relationships alongside traditional portfolio management and planning for private clients.