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WEDMONT PRIVATE CAPITAL, LLC, CRD 305815
WEST CHESTER, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DOMINIC JOSEPH CORABI | Certified Financial Planner | WEST CHESTER, PA | 6 | 12 | 1 | no |
| JAMES LUCE PELLETIER | n/a | WEST CHESTER, PA | 6 | 12 | 2 | no |
| Thomas FRANCIS Ginty | Certified Financial Planner | WEST CHESTER, PA | 5 | 16 | 5 | no |
| ALEXANDRA Eve KROOT | Certified Financial Planner | Phoenix, AZ | 4 | 11 | n/a | no |
| Tyler Jones Miles | Certified Financial Planner | West Friendship, MD | WEST CHESTER, PA | 2 | 11 | 6 | no |
| Daniel Earl Holdridge | Certified Financial Planner | WEST CHESTER, PA | Madison, WI | 1 | 10 | 2 | no |
| Drew Brian Frank | Certified Financial Planner | WEST CHESTER, PA | Boulder, CO | 1 | 10 | 1 | no |
| Emmett Nathaniel Stewart | Certified Financial Planner | New Market, MD | WEST CHESTER, PA | 0 | 17 | 2 | no |
| RYAN EVERETT GRAHAM | Certified Financial Planner|Chartered Financial Analyst | WEST CHESTER, PA | Oro Valley, AZ | 0 | 11 | 1 | no |
| JEFFREY ROBERT SNODGRASS | n/a | Saint Louis, MO | WEST CHESTER, PA | 0 | 17 | 3 | no |
| ROBERT KUBIK | Certified Financial Planner | Grayslake, IL | 0 | 11 | 4 | no |
| CLINTON DANIEL MCCALLA | Certified Financial Planner | Lakeway, TX | WEST CHESTER, PA | 0 | 13 | 6 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CORABI, DOMINIC, JOSEPH | CO-FOUNDER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | yes | 09/2019 | Sep 2, 2026 | Sep 2, 2026 |
| PELLETIER, JAMES, LUCE | CO-FOUNDER, MANAGING MEMBER | C | yes | 09/2019 | Sep 2, 2026 | Sep 2, 2026 |
| MMT WEDMONT INVESTMENT LLC | LLC | B | no | 09/2019 | Sep 2, 2026 | Sep 2, 2026 |
| CANNON, JASON, RYAN | Trustee | F | no | 05/2019 | Apr 19, 2021 | Feb 27, 2024 |
| THE 2014 MARY MARGARET TRUST | Trust | E | no | 09/2019 | Apr 9, 2021 | Feb 27, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Portland | Me | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $3.4B | $3.4B | 13 | 11 | 9 | n/a | n/a |
| 2024 | Apr 16, 2025 | $2.4B | $2.4B | 6 | 5 | 3 | n/a | n/a |
| 2023 | Jan 9, 2024 | $1.6B | $1.6B | 6 | 5 | 3 | n/a | n/a |
| 2022 | Mar 22, 2023 | $984M | $958M | 6 | 5 | 3 | n/a | n/a |
| 2021 | Jan 28, 2022 | $501M | $489M | 3 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 0 | 5 | 0.0% | 0 | 0 | 0 | 8 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.4B | $2.4B | 45.1% | $984M | 51.8% | 16 | 6 | 10 | 3 |