Wedmont Private Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Wedmont Private Capital reports 498 clients. They include 491 high-net-worth individuals, 5 individual clients and 1 charitable organization. Of its assets, 99.6% ($3.43B across 2,418 accounts) are managed with discretion; $14.1M across 19 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 1% | <1% |
| High-net-worth individuals | 99% | 99% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $929K | 0.0% | $186K |
| High-net-worth individuals | 491 | $3.42B | 99.5% | $6.97M |
| Charitable organizations | Fewer than 5 | $671K | 0.0% | $671K |
| Corporations and other businesses | Fewer than 5 | $16.3M | 0.5% | $16.3M |
| Total | 498 | $3.44B | 100% | — |
- Clients
- 5
- Regulatory AUM
- $929K
- AUM share
- 0.0%
- Avg. per client
- $186K
- Clients
- 491
- Regulatory AUM
- $3.42B
- AUM share
- 99.5%
- Avg. per client
- $6.97M
- Clients
- Fewer than 5
- Regulatory AUM
- $671K
- AUM share
- 0.0%
- Avg. per client
- $671K
- Clients
- Fewer than 5
- Regulatory AUM
- $16.3M
- AUM share
- 0.5%
- Avg. per client
- $16.3M
Total
- Clients
- 498
- Regulatory AUM
- $3.44B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Wedmont Private Capital is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Ongoing Financial Planning with Investment Management
- $3,750 per quarter ($15,000 per year), billed quarterly in arrears; a higher fee may be proposed in limited cases.
James Pelletier owns 25% to 50% of Wedmont Private Capital. The leadership team of Wedmont Private Capital includes Chief Compliance Officer Dominic Corabi. It has 16 employees, 12 of them in advisory roles.
Leadership
- Dominic CorabiCo-Founder, Managing Member, Chief Compliance Officer
- James PelletierCo-Founder, Managing Member
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Dominic Joseph Corabi
- Drew Brian Frank
- Thomas Francis Ginty
- Ryan Everett Graham
- Daniel Earl Holdridge
- Alexandra Eve Kroot
- Robert Kubik
- Clinton Daniel McCalla
- Tyler Jones Miles
- James Luce Pelletier
- Jeffrey Robert Snodgrass
- Emmett Nathaniel Stewart
Staff
- 16 employees
- 12 in advisory functions
- 12 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Wedmont Private Capital, LLC
James Pelletier
Control person · since September 2019
- Owns 25% to 50% of Wedmont Private Capital, LLC
Dominic Corabi
Control person · since September 2019
- Owns 10% to 25% of Wedmont Private Capital, LLC
MMT Wedmont Investment LLC
since September 2019
- Owns 75% or more of MMT Wedmont Investment LLC
The 2014 Mary Margaret Trust
since September 2019
Jason Cannon
Trustee · since May 2019
Wedmont Private Capital’s regulatory assets grew 24.6× from $140M (July 2021) to $3.44B (September 2026); clients rose from 60 to 498 and employees from 3 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $3.44B | 498 | 16 | 11 |
| June 2025 | $2.37B | 391 | 8 | 5 |
| February 2024 | $1.58B | 310 | 7 | 5 |
| July 2023 | $1.02B | 235 | 6 | 4 |
| June 2022 | $501M | 126 | 5 | 4 |
| July 2021 | $140M | 60 | 3 | 2 |
Besides its headquarters, Wedmont Private Capital has 10 offices (8 private residences, listed without an address), with 3 listed addresses in Missouri, Pennsylvania and Wisconsin.
Missouri · 1 listed address
- 5431 Chippewa St, Saint Louis
Pennsylvania · 1 listed address
- 26 South Church Street, Suite 1a, West ChesterHQ
Wisconsin · 1 listed address
- 1574 W Broadway, Madison
Contact and registration details
- Legal name
- Wedmont Private Capital, LLC
- Headquarters
- 26 South Church Street, Suite 1a, West Chester, PA 19382
- Website
- wedmont.com
- Phone
- 610-885-8200
- @wedmontprivatecapital
- SEC file
- 801-121179
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Wedmont Private Capital uses Charles Schwab ($3.44B) as custodian for its separately managed accounts. Wedmont Private Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.44B100%
At year end, Wedmont Private Capital’s separately managed accounts were mostly in funds (57%) and stocks (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.65B across 952 positions; the largest are Vanguard Tax-managed Fds (10.3%), Vanguard Index Fds (5.9%) and Vanguard Intl Equity Index F (5.9%).
What the accounts hold
- Stocks35%
- Funds57%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
Reported 13F holdings
- $3.65B
- Reported 13F value
- 952
- Positions
- 43.6%
- In the 10 largest
- +17.6%
- Value vs. prior quarter
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt10.3%
- Vanguard Index Fds · Total Stk Mkt5.9%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF5.9%
- Vanguard Index Fds · S&P 500 ETF Shs3.9%
- iShares TR · Core MSCI Eafe3.2%
- Vanguard Scottsdale Fds · Total Corp. Bnd3.1%
- Vanguard Mun BD Fds · Tax Exempt BD3.0%
- iShares TR · US Treas BD ETF2.9%
- Nvidia Corporation2.9%
- Apple Inc.2.6%
Together, the ten largest are 43.6% of reported value.
How many clients does Wedmont Private Capital have?
Wedmont Private Capital has 498 clients and manages $3.44 billion for them, as of September 2026. They include 491 high-net-worth individuals, 5 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Wedmont Private Capital offer?
Wedmont Private Capital 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
Which custodians does Wedmont Private Capital use?
Wedmont Private Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.44B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026
How many financial advisors does Wedmont Private Capital have?
Wedmont Private Capital has 12 investment adviser representatives registered with state securities authorities, out of 16 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Wedmont Private Capital invest in?
At the end of its last fiscal year, Wedmont Private Capital’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds 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 Wedmont Private Capital?
Wedmont Private Capital’s direct owners are James Pelletier, Dominic Corabi and MMT Wedmont Investment LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 September 2026
How does Wedmont Private Capital get paid?
Wedmont Private Capital is paid through 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 Wedmont Private Capital registered with the SEC?
Yes, Wedmont Private Capital has been registered with the SEC as an investment adviser since 19 May 2021. Its CRD number is 305815 and its SEC file number is 801-121179.
Source: Form ADV Part 1A, Item 1, filed 2 September 2026; IAPD firm record
How do I contact Wedmont Private Capital?
Wedmont Private Capital’s main office is at 26 South Church Street, Suite 1a, West Chester, PA 19382. Its phone number is 610-885-8200. Its website is wedmont.com.