Waud Capital Partners
Chicago, IL·SEC-registered · CRD #160632
Waud Capital Partners is an SEC-registered investment advisory firm in Chicago, IL managing $4.6B across 26 client accounts, with 59 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.6B
Client accounts
26
Advisory staff
59
Fee model
Fee-only
How Waud Capital Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Waud Capital Partners
How much does Waud Capital Partners manage?
Per its most recent SEC Form ADV filing (03/31/2026), Waud Capital Partners reports $4.6B in regulatory assets under management across roughly 26 client accounts.
How does Waud Capital Partners charge?
Waud Capital Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Waud Capital Partners a fiduciary?
Yes. Waud Capital Partners is registered with the U.S. Securities and Exchange Commission (CRD #160632), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Waud Capital Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Waud Capital Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Waud Capital Partners's public SEC Form ADV filing (CRD #160632, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Waud Capital Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Waud Capital Partners? Claim this profile.