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WESBANCO SECURITIES, INC.
CRD 43276File 801-119845
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$285.9M
Below cohort median (national)
Discretionary AUM
$182.3M
Non-discretionary $103.6M
Clients
1,627
1,627 accounts
Employees
110
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 8, 2020
- Principal office
- 135 W MAIN STREET, ST CLAIRSVILLE, OH, 43950
- Phone
- 8003683369
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $285.9M
- Discretionary AUM
- $182.3M
- Non-discretionary AUM
- $103.6M
- Discretionary accounts
- 1,291
- Non-discretionary accounts
- 336
- Total accounts
- 1,627
- AUM per client
- $176K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| High net worth individuals | 208 | $99.8M |
| Individuals (other than high net worth individuals) | 1,419 | $186.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 100 | 110 | increased by10 |
| Apr 1, 2026 | Clients | 842 | 1,627 | increased by785 |
| Apr 1, 2026 | AUM | $166,458,070 | $285,875,773 | increased by$119,417,703 |
| Apr 1, 2026 | Accounts | 850 | 1,627 | increased by777 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 115 | 100 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 836 | 842 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $149,820,636 | $166,458,070 | increased by$16,637,434 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 836 | 850 | increased by14 |
| Apr 1, 2022 | Employees | 127 | 115 | decreased by12 |
| Apr 1, 2022 | Clients | 798 | 836 | increased by38 |
| Apr 1, 2022 | AUM | $128,410,720 | $149,820,636 | increased by$21,409,916 |
| Apr 1, 2022 | Accounts | 798 | 836 | increased by38 |
| 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 “WESBANCO SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESBANCO SECURITIES” 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.