Fee-only adviser · Columbia, SC
WCP Capital Management LLC
WCP Capital Management LLC is a fee-only investment adviser registered with the securities regulator of South Carolina, with its main office in Columbia, South Carolina. On its latest Form ADV, filed February 11, 2026, it reports $22M in regulatory assets under management, 13 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: South Carolina |
|---|---|
| Firm CRD number | 151995 · SEC file 801-70768 |
| Office | 3924 Forest Drive Suite 10 Columbia, SC 29204 |
| Phone | (803) 708-6526 |
| Website | Not listed |
| Regulatory assets under management | $22M |
| Individual clients | 5 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbia
- Anchor Investment Management $1.5B
- Abacus Planning Group, Inc. $2.2B
- Beers Kight Financial Advisors, LLC $179M
- A. J. Brooker Financial Associates $28M
- William B. Walkup & Associates, Inc. $178M
- Capital Wealth Group LLC $24M
See all 14 fee-only advisers in Columbia →
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