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WABASH CAPITAL, INC.
CRD 107932File 801-56063
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$173.0M
Bottom 25% of cohort (national)
Discretionary AUM
$173.0M
Clients
499
499 accounts
Employees
3
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 25, 1998
- Principal office
- 2901 OHIO BLVD, STE 242, TERRE HAUTE, IN, 47803
- Phone
- 812-242-9113
- Website
- HTTP://WABASHCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $173.0M
- Discretionary AUM
- $173.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 499
- Non-discretionary accounts
- 0
- Total accounts
- 499
- AUM per client
- $347K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.0M |
| Charitable organizations | 7 | $27.9M |
| High net worth individuals | 17 | $33.5M |
| Pension and profit sharing plans | 4 | $37.6M |
| Individuals (other than high net worth individuals) | 471 | $58.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 490 | 499 | increased by9 |
| Apr 1, 2026 | AUM | $158,066,625 | $173,044,936 | increased by$14,978,311 |
| Apr 1, 2026 | Accounts | 490 | 499 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 522 | 490 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $150,859,748 | $158,066,625 | increased by$7,206,877 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 522 | 490 | decreased by32 |
| Mar 1, 2022 | Clients | 546 | 522 | decreased by24 |
| Mar 1, 2022 | AUM | $144,699,595 | $150,859,748 | increased by$6,160,153 |
| Mar 1, 2022 | Accounts | 691 | 522 | decreased by169 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WABASH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WABASH CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.