Wesbanco Bank provides portfolio management for investment companies.
Wesbanco Bank reports 6 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($893M across 6 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 6 | $893M | 100.0% | $149M |
| Total | 6 | $893M | 100% | $149M |
- Clients
- 6
- Regulatory AUM
- $893M
- AUM share
- 100.0%
- Avg. per client
- $149M
Total
- Clients
- 6
- Regulatory AUM
- $893M
- AUM share
- 100%
- Avg. per client
- $149M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wesbanco Bank is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Wesbanco, Inc. owns 75% or more of Wesbanco Bank. The leadership team of Wesbanco Bank includes President Steven Kellas, Chief Investment Officer Robert McGee and Chief Compliance Officer Jennifer Roth. It has 13 employees.
Leadership
- Steven KellasExecutive Vice President, Chief Fixed Income Specialist
- Scott Alan LoveExecutive Vice President, Wealth Management
- Robert McGeeSenior Vice President, Chief Investment Strategist
- Jennifer RothSenior Vice President, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Deborah Cordiner Ferdon
Staff
- 13 employees
- 13 in advisory functions
- 6 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Wesbanco Bank, Inc.
Wesbanco, Inc.
Control person · since March 2001
Wesbanco Bank’s regulatory assets fell from $993M (March 2021) to $893M (March 2026); clients were 6 in both filings and employees fell from 20 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $893M | 6 | 13 | 1 |
| March 2025 | $869M | 6 | 16 | 1 |
| March 2024 | $839M | 6 | 15 | 1 |
| May 2023 | $807M | 6 | 18 | 1 |
| April 2022 | $1.05B | 6 | 21 | 1 |
| March 2021 | $993M | 6 | 20 | 1 |
Besides its headquarters, Wesbanco Bank has 0 offices, with 1 listed address in West Virginia.
West Virginia · 1 listed address
- One Bank Plaza, Fifth Floor, WheelingHQ
Contact and registration details
- Legal name
- Wesbanco Bank, Inc.
- Headquarters
- One Bank Plaza, Fifth Floor, Wheeling, WV 26003-3565
- Website
- Not reported
- Phone
- 304-905-7503
- SEC file
- 801-60151
- Structure
- West Virginia other (specify)
- Fiscal year end
- December
Wesbanco Bank does not have custody of client assets.
Wesbanco Bank’s reported 13F holdings for the quarter ended 30 June 2026 total $4.02B across 676 positions; the largest are Apple Inc. (5.6%), iShares (4.1%) and Alphabet Inc. (3.1%).
Reported 13F holdings
- $4.02B
- Reported 13F value
- 676
- Positions
- 28.9%
- In the 10 largest
- +11.3%
- Value vs. prior quarter
- Apple Inc.5.6%
- iShares · Mutual Funds -4.1%
- Alphabet Inc.3.1%
- Broadcom Inc.2.9%
- Microsoft2.9%
- Nvidia Corp.2.5%
- JP Morgan Chase2.4%
- Amazon.com2.4%
- iShares · Mutual Funds -1.6%
- Wesbanco Inc.1.5%
Together, the ten largest are 28.9% of reported value.
How many clients does Wesbanco Bank have?
Wesbanco Bank has 6 clients and manages $893 million for them, as of March 2026. They include 6 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Wesbanco Bank offer?
Wesbanco Bank provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Wesbanco Bank have?
Wesbanco Bank has 0 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Wesbanco Bank?
Wesbanco Bank’s direct owner is Wesbanco, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Wesbanco Bank get paid?
Wesbanco Bank is paid through a percentage of assets under management. 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 Wesbanco Bank registered with the SEC?
Yes, Wesbanco Bank has been registered with the SEC as an investment adviser since 30 March 2001. Its CRD number is 111907 and its SEC file number is 801-60151.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Wesbanco Bank?
Wesbanco Bank’s main office is at One Bank Plaza, Fifth Floor, Wheeling, WV 26003-3565. Its phone number is 304-905-7503.