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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

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 typeClientsAUM
OtherFewer than 5$16.3M
Charitable organizationsFewer than 5$671K
High net worth individuals491$3.42B
Individuals (other than high net worth individuals)5$929K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.