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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

WESBANCO INVESTMENT DEPARTMENT

WESBANCO BANK, INC., CRD 111907

WHEELING, WV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6db421a9-1867-db5a-a01e-7f0d92a6f437

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Mar 29, 2012 to Mar 30, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $893MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $893M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $893Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
SEC number: 801-60151
CRD: 111907
Filings on the tape: 19
First filed: Mar 29, 2012
Latest filed: Mar 30, 2026
Organised: Other (specify), WV

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEBORAH CORDINER FERDON	Certified Financial Planner	WHEELING , WV	21	40	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KELLAS, STEVEN	EXECUTIVE VICE PRESIDENT, CHIEF FIXED INCOME SPECIALIST	Na	yes	02/2021	Mar 26, 2021	Mar 26, 2024
LOVE, SCOTT, ALAN	EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT	Na	yes	01/2023	Mar 3, 2020	Mar 26, 2024
MCGEE, ROBERT, ALLAN	SENIOR VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST	Na	yes	06/2023	Mar 26, 2024	Mar 26, 2024
ROTH, JENNIFER, SUE	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	Na	yes	08/2019	Sep 3, 2019	Mar 26, 2024
WESBANCO, INC.	Shareholder	E	yes	03/2001	Mar 29, 2012	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WESBANCO SECURITIES, INC.	n/a	Bd affiliated wealth	$286M	N	yes	n/a
WESBANCO BANK, INC.	n/a	n/a	n/a	N	yes	Wv
WESBANCO INSURANCE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
WESBANCO TRUST AND INVESTMENT SERVICES	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$893M	$893M	13	13	0	n/a	n/a
2024	Mar 27, 2025	$869M	$869M	16	16	0	n/a	n/a
2023	Mar 26, 2024	$839M	$839M	15	15	0	n/a	n/a
2022	Mar 27, 2023	$807M	$807M	18	16	0	n/a	n/a
2021	Mar 25, 2022	$1.0B	$1.0B	21	18	0	n/a	n/a
2020	Mar 26, 2021	$993M	$993M	20	17	0	n/a	n/a
2019	Mar 27, 2020	$931M	$931M	18	14	0	n/a	n/a
2018	Mar 30, 2019	$851M	$851M	18	14	0	n/a	n/a
2017	Mar 30, 2018	$959M	$959M	21	18	0	n/a	n/a
2016	Mar 31, 2017	$884M	$884M	15	15	n/a	n/a	n/a
2015	Mar 30, 2016	$904M	$904M	15	11	n/a	n/a	n/a
2014	Mar 31, 2015	$952M	$952M	13	9	n/a	n/a	n/a
2013	Mar 27, 2014	$900M	$900M	13	8	n/a	n/a	n/a
2012	Mar 18, 2013	$796M	$796M	15	8	n/a	n/a	n/a
2011	Mar 29, 2012	$748M	$748M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$893M	$869M	2.8%	$807M	3.4%	13	16	0	0

Relationships

Affiliated with (2)

← WESBANCO SECURITIES, INC.Registered adviserother investment adviser, common control
factForm ADV
→ WESBANCO SECURITIES, INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV

Registered with (1)

← DEBORAH CORDINER FERDONAdvisorregistration: current employment
Oct 28, 2004 to presentfactForm ADV

Controls (5)

← LOVE, SCOTT, ALANOwnerEXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT, ownership code NA, individual
Mar 3, 2020 to Mar 26, 2024factForm ADV
← ROTH, JENNIFER, SUEOwnerSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 3, 2019 to Mar 26, 2024factForm ADV
← MCGEE, ROBERT, ALLANOwnerSENIOR VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← KELLAS, STEVENOwnerEXECUTIVE VICE PRESIDENT, CHIEF FIXED INCOME SPECIALIST, ownership code NA, individual
Mar 26, 2021 to Mar 26, 2024factForm ADV
← WESBANCO, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 29, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Control person joined
Allan Robert Mcgee (Senior Vice President, Chief Investment Strategist) appeared on Schedule A of Wesbanco Investment Department
Form ADVobserved 5 days ago
Occurred
Mar 27, 2023
Control person left
Douglas Jonathan Dargusch (Wesbanco Bank, Inc. Executive Vice President, Wealth Management) no longer on Schedule A of Wesbanco Investment Department (listed 2022-04-14, absent 2023-03-27)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Control person joined
Steven Kellas (Executive Vice President, Chief Fixed Income Specialist) appeared on Schedule A of Wesbanco Investment Department
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Control person joined
Douglas Jonathan Dargusch (Wesbanco Bank, Inc. Executive Vice President, Wealth Management) appeared on Schedule A of Wesbanco Investment Department
Form ADVobserved 5 days ago
Occurred
Mar 3, 2020
Control person joined
Alan Scott Love (Senior Vice President) appeared on Schedule A of Wesbanco Investment Department
Form ADVobserved 5 days ago
Occurred
Mar 3, 2020
Control person left
Brian David Ellwood (Executive Vice President) no longer on Schedule A of Wesbanco Investment Department (listed 2019-09-03, absent 2020-03-03)
Form ADVobserved 5 days ago
Occurred
Sep 3, 2019
Control person joined
Jennifer Roth (Senior Vice President, Chief Compliance Officer) appeared on Schedule A of Wesbanco Investment Department
Form ADVobserved 5 days ago
Occurred
Sep 3, 2019
Control person left
Cordiner Deborah Ferdon (Executive Vice President, Chief Compliance Officer) no longer on Schedule A of Wesbanco Investment Department (listed 2019-03-30, absent 2019-09-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6db421a9-1867-db5a-a01e-7f0d92a6f437
First observed: Mar 29, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WESBANCO INVESTMENT DEPARTMENT

WESBANCO BANK, INC., CRD 111907

WHEELING, WV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6db421a9-1867-db5a-a01e-7f0d92a6f437

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEBORAH CORDINER FERDON

Certified Financial Planner

WHEELING , WV

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KELLAS, STEVEN

EXECUTIVE VICE PRESIDENT, CHIEF FIXED INCOME SPECIALIST

yes

02/2021

Mar 26, 2021

Mar 26, 2024

LOVE, SCOTT, ALAN

EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT

yes

01/2023

Mar 3, 2020

Mar 26, 2024

MCGEE, ROBERT, ALLAN

SENIOR VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST

yes

06/2023

Mar 26, 2024

ROTH, JENNIFER, SUE

SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

08/2019

Sep 3, 2019

Mar 26, 2024

WESBANCO, INC.

Shareholder

yes

03/2001

Mar 29, 2012

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WESBANCO SECURITIES, INC.

n/a

Bd affiliated wealth

$286M

yes

n/a

WESBANCO BANK, INC.

n/a

yes

WESBANCO INSURANCE SERVICES, INC.

n/a

yes

n/a

WESBANCO TRUST AND INVESTMENT SERVICES

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$893M

n/a

2024

Mar 27, 2025

$869M

n/a

2023

Mar 26, 2024

$839M

n/a

2022

Mar 27, 2023

$807M

n/a

2021

Mar 25, 2022

$1.0B

n/a

2020

Mar 26, 2021

$993M

n/a

2019

Mar 27, 2020

$931M

n/a

2018

Mar 30, 2019

$851M

n/a

2017

Mar 30, 2018

$959M

n/a

2016

Mar 31, 2017

$884M

n/a

2015

Mar 30, 2016

$904M

n/a

2014

Mar 31, 2015

$952M

n/a

2013

Mar 27, 2014

$900M

n/a

2012

Mar 18, 2013

$796M

n/a

2011

Mar 29, 2012

$748M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$893M

$869M

2.8%

$807M

3.4%