WCP Capital Management LLC
Firm details
- Headquarters
- Columbia, South Carolina
- CRD number
- 151995
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.28%
- Individuals8.71%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
WCP Capital Management LLC is an independent, individually owned registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and concentrates its client roster on individual and family relationships rather than institutional mandates. Its advisory activity centers on discretionary portfolio management rather than pension consulting or multi-state institutional work. The firm does not position itself as an ESG-driven allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities29%
- Cash & Cash Equivalents11%
- State & Local Bonds3%
Contacts
1 of 1William Pruett
Managing MemberCRD 1012724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbia, SC
Richland
Location
Columbia, SC
Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- Richland
- Address
- 3924 Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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