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WEDMONT PRIVATE CAPITAL
Legal name: WEDMONT PRIVATE CAPITAL, LLC
CRD 305815File 801-121179
APPROVED
Retail clients
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.44B
Top 25% of cohort (national)
Discretionary AUM
$3.43B
Non-discretionary $14.1M
Clients
498
2,437 accounts
Employees
15
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 19, 2021
- Principal office
- 26 SOUTH CHURCH STREET, SUITE 1A, WEST CHESTER, PA, 19382
- Phone
- (610) 885-8200
- Website
- https://www.wedmont.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.44B
- Discretionary AUM
- $3.43B
- Non-discretionary AUM
- $14.1M
- Discretionary accounts
- 2,418
- Non-discretionary accounts
- 19
- Total accounts
- 2,437
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.3M |
| Charitable organizations | Fewer than 5 | $671K |
| High net worth individuals | 491 | $3.42B |
| Individuals (other than high net worth individuals) | 5 | $929K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

