WABASH CAPITAL, INC.

RIASEC RegisteredEst. 1998

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$347K

Accounts

499

Employees

3

Advisory reps

4

Firm details

Headquarters: TERRE HAUTE, Indiana
CRD number: 107932
Registered since: November 25, 1998
Website: wabashcapital.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals33.54%
Pension & Profit Sharing Plans21.75%
HNWI19.38%
Charitable Organizations16.1%
Corporations / Businesses9.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wabash Capital, Inc. is a corporation that has been SEC-registered since 1998 and is owned by an individual. The firm advises both individual/family and institutional clients, offering portfolio management for individuals and small businesses as well as portfolio management for businesses or institutions. Its compensation model combines a percentage-of-AUM fee with the option for hourly charges. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other73%
Exchange Traded Equities11%
US Government Bonds8%
Cash & Cash Equivalents4%
Investment Grade Corp Bonds3%

Owners & executives

1 of 1

DONALD EDWARDS
Co-Founder, President and Co-Chief Investment OfficerCRD 4363379

Contacts

3 of 3

SANDRA SMITH
Vice PresidentCRD 2756045
JAMES EXLINE
Executive VPCRD 1003931
GINGER SCOTT
Vice PresidentCRD 3153173

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

TERRE HAUTE, IN

VIGO

Location

TERRE HAUTE, IN

Headquartered in TERRE HAUTE, IN, in the Midwest of the United States.

Region: Midwest
County: VIGO
Address: 2901 Ohio Blvd
Time zone: ET (UTC-5)
Office locations

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