WEDMONT PRIVATE CAPITAL
Latest filing: Apr 16, 2025 (81 days ago)
AUM
$2,370,836,249
50% change vs. 1 year ago
373% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
-14% change vs. 1 year ago
100% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WEST CHESTER, PA
26 SOUTH CHURCH STREET, WEST CHESTER, PA, UNITED STATES, 19382
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.4 |
| Non-Discretionary | $0.0 |
| Total | $2.4 |
| Client | AUM |
|---|---|
| Retail | $2.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $2.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 6 | $0.0 |
| Average Individual AUM | $218,176 | |
| HNW | 382 | $2.4 |
| Average HNW AUM | $6,174,913 | |
| Retail Total | 388 | $2.4 |
| Average Retail AUM | $6,082,798 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.4 |
| Retail SMA AUM | $2.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 35% | $0.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 56% | $1.3 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $2.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DOMINIC CORABI | WEST CHESTER | PA | S66|2014-08-29 | CERTIFIED FINANCIAL PLANNER | |||||
| ALEXANDRA KROOT | WEST CHESTER | PA | S63|2020-10-02 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES PELLETIER | WEST CHESTER | PA | S66|2014-08-29 | ||||||
| TYLER MILES | WEST CHESTER | PA | S66|2015-11-18 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN LEVANGIE | WEST CHESTER | PA | S66|2012-03-03 | ||||||
| THOMAS GINTY | WEST CHESTER | PA | S66|2011-10-26 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.4 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $2.4 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $1.6 | $0.8 | 50% | 7 | -1 | -14% |
| 2023-04-04 | $1.0 | $1.4 | 141% | 6 | 0 | 0% |
| 2022-04-01 | $0.5 | $1.9 | 373% | 3 | 3 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, AZ-04/27/2022, CA-08/18/2021, CO-07/27/2023, CT-10/21/2021, FL-08/18/2021, GA-01/21/2025, IL-11/09/2021, LA-09/14/2021, MA-05/19/2021, MD-02/16/2022, ME-07/06/2021, MI-08/21/2023, MN-01/21/2025, NH-05/19/2021, NJ-12/12/2022, NY-01/23/2023, OH-04/16/2025, PA-01/23/2023, TN-02/06/2025, TX-05/19/2021, VA-11/09/2021, WA-07/27/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV