Wedmont Private Capital
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 305815
- Registered since
- May 19, 2021
- Website
- wedmont.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI99.48%
- Corporations / Businesses0.48%
- Individuals0.03%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wedmont Private Capital is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and institutional clients. The firm is SEC-registered (2021) and describes itself as a capital allocator that also conducts selection-of-other-advisers work and pension consulting. Its stated advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of third‑party managers. Wedmont charges clients on a fixed‑fee basis. The firm was named to Forbes' Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities35%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 12
Thomas Ginty
Wealth PlannerCRD 5761053
Clinton Mccalla
Wealth PlannerCRD 6162847
Dominic Corabi
Co-FounderCRD 6212510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 292Active vs passive
$2.6B in ETFs
95%
$2.4B
3%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $407M | 5,824,638 | 15.86% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 26 S Church St
- Time zone
- ET (UTC-5)
- Office locations
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