Wedmont Private Capital
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
FINTRXOverview
Wedmont Private Capital is an independent registered investment adviser structured as an LLC and SEC-registered in 2021. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and discretionary portfolio management across individuals, small businesses and institutions. Its advisory services include pension consulting and the selection of third-party advisers. Wedmont charges fixed fees and does not identify as an active ESG investor. The firm was recognized on Forbes' Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 12
Clinton Mccalla
Wealth PlannerCRD 6162847
Drew Frank
Wealth Planning AssociateCRD 7871766
Daniel Holdridge
Investment Adviser RepresentativeCRD 6707138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 303Active vs passive
$2.4B in ETFs
95%
$2.2B
4%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $374M | 5,272,522 | 15.91% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 26 S Church St
- Time zone
- ET (UTC-5)
- Office locations
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