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WEDMONT PRIVATE CAPITAL
Legal name: WEDMONT PRIVATE CAPITAL, LLC
CRD 305815File 801-121179
APPROVED
Retail clients
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.44B
Top 25% of cohort (national)
Discretionary AUM
$3.43B
Non-discretionary $14.1M
Clients
498
2,437 accounts
Employees
16
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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 14 | 15 | increased by1 |
| Jun 1, 2026 | Employees | 13 | 14 | increased by1 |
| Mar 1, 2026 | Employees | 12 | 13 | increased by1 |
| Mar 1, 2026 | Clients | 391 | 498 | increased by107 |
| Mar 1, 2026 | AUM | $2,370,836,249 | $3,440,714,185 | increased by$1,069,877,936 |
| Mar 1, 2026 | Accounts | 2,017 | 2,437 | increased by420 |
| Jan 1, 2026 | Employees | 11 | 12 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 11 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 126 | 391 | increased by265 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $501,328,174 | $2,370,836,249 | increased by$1,869,508,075 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 535 | 2,017 | increased by1,482 |
| Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| Jul 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2022 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2022 | Clients | 60 | 126 | increased by66 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEDMONT PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEDMONT PRIVATE” 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.