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They include 204 individual clients, 63 high-net-worth individuals and 6 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealthtrak Capital Management offer?","answer":"Wealthtrak Capital Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealthtrak Capital Management charge?","answer":"Wealthtrak Capital Management charges 0.75%–1.95% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.","source":"WEALTHTRAK CAPITAL MANAGEMENT ADV BROCHURE, filed 27 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealthtrak Capital Management use?","answer":"Wealthtrak Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $180M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealthtrak Capital Management have?","answer":"Wealthtrak Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealthtrak Capital Management invest in?","answer":"At the end of its last fiscal year, Wealthtrak Capital Management’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 7% pooled vehicles (private funds and similar), 6% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% other. The 1% other category is described as: Structured Product.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealthtrak Capital Management?","answer":"Wealthtrak Capital Management’s direct owners are Ronald Whited (50% to 75%) and Tracy Whited (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealthtrak Capital Management get paid?","answer":"Wealthtrak Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}