Wagner Road Capital Management, LLC

Overview

Wagner Road Capital Management, LLC is a very small, individual-owned advisory firm that provides portfolio management for individuals and small businesses. The firm charges clients through a mix of asset-based fees and fixed fees and operates a discretionary mandate across its client accounts. Its stated preference is equities, with the bulk of assets held in exchange-traded securities. The adviser is not an active ESG investor, does not operate as a multi-state adviser and does not present itself as a capital allocator or pension consultant. Given the firm’s scale and custodian choice, its operating model appears built around direct execution of listed securities and ETFs rather than access to institutional or private-markets platforms. That setup supports flexible, tailored equity-heavy portfolios for a small client base but limits the adviser’s ability to source discounted institutional share classes or negotiated alternative-product terms.

Assets & Accounts

Public Holdings

Location & Offices