Wealthcare Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Wealthcare Capital Partners reports 717 clients. They include 616 individual clients, 92 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 95.3% ($388M across 1,591 accounts) are managed with discretion; $19M across 8 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 37% |
| High-net-worth individuals | 13% | 58% |
| Pension and profit-sharing plans | 1% | 5% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 616 | $151M | 37.0% | $245K |
| High-net-worth individuals | 92 | $235M | 57.8% | $2.56M |
| Pension and profit-sharing plans | 9 | $21M | 5.1% | $2.33M |
| Charitable organizations | Fewer than 5 | $180K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $305K | 0.1% | — |
| Total | 717 | $407M | 100% | — |
- Clients
- 616
- Regulatory AUM
- $151M
- AUM share
- 37.0%
- Avg. per client
- $245K
- Clients
- 92
- Regulatory AUM
- $235M
- AUM share
- 57.8%
- Avg. per client
- $2.56M
- Clients
- 9
- Regulatory AUM
- $21M
- AUM share
- 5.1%
- Avg. per client
- $2.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $180K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $305K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 717
- Regulatory AUM
- $407M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wealthcare Capital Partners charges up to 1.85% for its Wealth Management/Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees of $150 to $400, fixed fees, ongoing fees up to $15,000 invoiced quarterly in advance, or asset-based consulting up to 1% of assets.
- Retirement Plan Advisory Services
- Annual asset-based fee of up to 1.25%, negotiable depending on plan size and complexity.
Wealthcare Parent Holdings LLC owns 75% or more of Wealthcare Capital Partners and is in turn owned by Wealthcare Partners LLC (75% or more). The leadership team of Wealthcare Capital Partners includes President Matthew Regan, Chief Financial Officer Justin DuBrueler and Chief Compliance Officer James Krause. It has 14 employees, 9 of them in advisory roles.
Leadership
Matthew ReganPresident
Justin DuBruelerChief Financial Officer
James KrauseChief Compliance Officer
Ronald MadeyChief
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Carol M Ashmen
- Keri Elizabeth Blake
- Ruben Gonzalo Devia Arbanil
- Blake Edward Fellows
- Craig Guy Fischer
- Chase Geiger
- Jessica Kay Hoffman
- Michael Anthony Schimmel
Staff
- 14 employees
- 9 in advisory functions
- 9 state-registered reps
- 7 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Wealthcare Capital Partners, LLC
Wealthcare Parent Holdings LLC
Control person · since December 2021
- Owns 75% or more of Wealthcare Parent Holdings LLC
Wealthcare Partners LLC
Control person · since September 2022
- Owns 75% or more of Wealthcare Partners LLC
Wealthcare LLC
Control person · since March 2018
- Owns 75% or more of Wealthcare LLC
Wealthcare Parent Inc.
Control person · since July 2025
- Owns 75% or more of Wealthcare Parent Inc.
Sammons Financial Group Wealth Management Holdings, LLC
Control person · since July 2025
- Owns 75% or more of Sammons Financial Group Wealth Management Holdings, LLC
Sammons Financial Group, Inc.
Control person · since March 2026
- Owns 75% or more of Sammons Financial Group, Inc.
Consolidated Investment Services, Inc.
Control person · since March 2026
- Owns 75% or more of Consolidated Investment Services, Inc.
Sammons Corporation
Control person · since March 2026
- Owns 75% or more of Sammons Corporation
Sammons Enterprises, Inc.
Control person · since March 2026
Wealthcare Capital Partners’ regulatory assets grew Infinity× from $0 (July 2024) to $407M (May 2026); employees rose from 4 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $407M | 717 | 14 | 5 |
| July 2025 | $331M | 623 | 14 | 4 |
| July 2024 | $0 | 0 | 4 | 4 |
Besides its headquarters, Wealthcare Capital Partners has 4 offices, with 5 listed addresses across 4 states.
Iowa · 2 listed addresses
- 700 East 2nd Ave., Indianola
- 500 West Hickman Road, Waukee
Maryland · 1 listed address
- 920 Providence RD, Towson
Pennsylvania · 1 listed address
- 1065 Andrew Drive, West ChesterHQ
Virginia · 1 listed address
- 211 Church St Se, Leesburg
Other business names
Wealthcare Capital Partners has reported 5 other business names to the SEC.
- Atlantic Financial Services Inc.
- Fellow & Blake
- Fellows
- Fellows Too
- Verity Financial Planning
Contact and registration details
- Legal name
- Wealthcare Capital Partners, LLC
- Headquarters
- 1065 Andrew Drive, West Chester, PA 19380
- Phone
- 804-644-4711
- SEC file
- 801-129749
- Structure
- Delaware LLC
- Fiscal year end
- December
Wealthcare Capital Partners uses Charles Schwab ($386M) as custodian for its separately managed accounts. Wealthcare Capital Partners has custody of $139M in client assets for 256 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $386M100%
At year end, Wealthcare Capital Partners’ separately managed accounts were mostly in funds (73%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $242M across 179 positions; the largest are Wisdomtree TR (13.5%), Vanguard Index Fds (10.4%) and SPDR Series Trust (5.5%).
What the accounts hold
- Stocks18%
- Funds73%
- Bonds1%
- Cash8%
Reported 13F holdings
- $242M
- Reported 13F value
- 179
- Positions
- 45.5%
- In the 10 largest
- +13.4%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea13.5%
- Vanguard Index Fds · Total Stk Mkt10.4%
- SPDR Series Trust · ST Str P500etf5.5%
- Vanguard Whitehall Fds · High Div Yld4.0%
- Schwab Strategic TR · US Tips ETF2.8%
- iShares TR · 0-5 YR Tips ETF2.5%
- iShares TR · Core US Aggbd ET2.0%
- Vanguard Intl Equity Index F · Allwrld EX US1.7%
- iShares TR · 7-10 YR Trsy BD1.6%
- Apple Inc.1.6%
Together, the ten largest are 45.5% of reported value.
How many clients does Wealthcare Capital Partners have?
Wealthcare Capital Partners has 717 clients and manages $407 million for them, as of May 2026. They include 616 individual clients, 92 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Wealthcare Capital Partners offer?
Wealthcare Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealthcare Capital Partners charge?
Wealthcare Capital Partners charges up to 1.85% for its Wealth Management/Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Which custodians does Wealthcare Capital Partners use?
Wealthcare Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $386M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026
How many financial advisors does Wealthcare Capital Partners have?
Wealthcare Capital Partners has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthcare Capital Partners invest in?
At the end of its last fiscal year, Wealthcare Capital Partners’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 8% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthcare Capital Partners?
Wealthcare Capital Partners is owned through a chain of holding companies by Sammons Enterprises, Inc. Its direct owner is Wealthcare Parent Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Wealthcare Capital Partners get paid?
Wealthcare Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealthcare Capital Partners registered with the SEC?
Yes, Wealthcare Capital Partners has been registered with the SEC as an investment adviser since 24 April 2024. Its CRD number is 330300 and its SEC file number is 801-129749.
Source: Form ADV Part 1A, Item 1, filed 21 May 2026; IAPD firm record
How do I contact Wealthcare Capital Partners?
Wealthcare Capital Partners’ main office is at 1065 Andrew Drive, West Chester, PA 19380. Its phone number is 804-644-4711. Its website is wealthcarecapitalpartners.com.