Wedmont Private Capital
West Chester, PA·SEC-registered · CRD #305815
Wedmont Private Capital is an SEC-registered investment advisory firm in West Chester, PA managing $3.4B across 2.5k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.4B
Client accounts
2.5k
Advisory staff
12
Fee model
Fee-based
How Wedmont Private Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wedmont Private Capital
How much does Wedmont Private Capital manage?
Per its most recent SEC Form ADV filing (05/04/2026), Wedmont Private Capital reports $3.4B in regulatory assets under management across roughly 2.5k client accounts.
How does Wedmont Private Capital charge?
Wedmont Private Capital is a fee-based firm. Its disclosed compensation arrangements are: Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wedmont Private Capital a fiduciary?
Yes. Wedmont Private Capital is registered with the U.S. Securities and Exchange Commission (CRD #305815), 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 Wedmont Private Capital 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 Wedmont Private Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in West Chester, PA
Profile compiled from Wedmont Private Capital's public SEC Form ADV filing (CRD #305815, filed 05/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wedmont Private Capital. 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 Wedmont Private Capital? Claim this profile.