Fee-only adviser · West Chester, PA
Wedmont Private Capital
Wedmont Private Capital is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Chester, Pennsylvania. On its latest Form ADV, filed October 14, 2026, it reports $3.4B in regulatory assets under management, 496 individual clients and 12 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 305815 · SEC file 801-121179 |
| Office | 26 South Church Street Suite 1A West Chester, PA 19382 |
| Phone | (610) 885-8200 |
| Website | www.wedmont.com |
| Regulatory assets under management | $3.4B ($3.4B discretionary) |
| Individual clients | 5 non-high-net-worth, 491 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 16 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 14, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- 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 provides financial planning services, not only portfolio management.
- 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 West Chester
- Ballast Financial Advisors, LLC $343M
- Financial Coach $397M
- Merit Investment Management $22M
- Hibernia Strategies Inc. $2.3M
- Marquette Associates, Inc. $316M
See all 6 fee-only advisers in West Chester →
Nearby
- Exton 6 firms
- Chadds Ford 7 firms
- Glen Mills 2 firms
- Malvern 8 firms
- Downingtown 4 firms
- Kennett Square 2 firms
- Paoli 3 firms
- Chester Heights 1 firm
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