DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Wedmont Private Capital

Independent wealth managerWest Chester, PennsylvaniaCRD 305815SEC 801-121179websiteIAPD
Legal name Wedmont Private Capital, LLC
Latest filing Sep 2, 2026
First filing on the tape Apr 9, 2021 · 58 filings
SEC status approved since May 19, 2021
RAUM
$3.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$3.4B individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$287M
derived; firm RAUM over IAPD count
Employees
16
12 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
0
reported on Schedule D
History
58 filings and snapshots on the tape
RAUM$3.4B as of Jul 20, 2026
Jan 28, 2022$501M then
HNW client RAUM$3.4B as of Jul 20, 2026
Jan 28, 2022$499M then
State-registered IARs (5.B.3)12 as of Jul 20, 2026
Jan 28, 20223 then
Employees (5.A)15 as of Jul 20, 2026
Jan 28, 20223 then
Private funds: no history
RAUM +45% over the last fiscal year+52% a year over threeIARs 5 to 12offices 3 to 10
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
RAUM per advisor
$287MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
41derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$7.0MderivedHNW RAUM over HNW clients
Average account
$1.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
1.1derived11 offices incl. principal (1.F.5)
RAUM growth, one year
+45%derivedbetween the last two annual amendments
Advisor growth, one year
+120%derivedItem 5.B.3 between annual amendments
Client growth, one year
+28%derived
Compensation
fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$3.4B99%
  • Corporations and businesses$16.3M0.5%
  • Individuals$929,0570.0%
  • Charitable organizations$670,6010.0%
Individual clients
5reported
HNW clients
491reported
Pension plan clients
0reported
Charitable clients
1reported
Accounts
2,437reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Dominic Joseph CorabiCertified Financial PlannerWest Chester, PaAug 18, 202012 y1
James Luce PelletierWest Chester, PaAug 18, 202012 y2
Thomas Francis GintyCertified Financial PlannerWest Chester, PaMay 12, 202116 y5
Alexandra Eve KrootCertified Financial PlannerPhoenix, AzAug 26, 202211 y0
Tyler Jones MilesCertified Financial PlannerWest Friendship, Md Feb 22, 202411 y6
Drew Brian FrankCertified Financial PlannerWest Chester, Pa Jun 16, 202510 y1
Daniel Earl HoldridgeCertified Financial PlannerWest Chester, Pa Jun 16, 202510 y2
Emmett Nathaniel StewartCertified Financial PlannerNew Market, Md Oct 9, 202517 y2
Ryan Everett GrahamCertified Financial Planner, Chartered Financial AnalystWest Chester, Pa Oct 29, 202511 y1
Jeffrey Robert SnodgrassSaint Louis, Mo Jan 30, 202617 y3
Robert KubikCertified Financial PlannerGrayslake, IlMar 30, 202611 y4
Clinton Daniel MccallaCertified Financial PlannerLakeway, Tx May 4, 202613 y6
Advisor movement
0 left, 5 joined in 12 months
net +5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Joseph Dominic Corabi · Co-Founder, Managing Member, Chief Compliance Officercontrol
    since 09/2019 · owns 25% to 50%
  • Luce James Pelletier · Co-Founder, Managing Membercontrol
    since 09/2019 · owns 25% to 50%
  • Ryan Jason Cannon · Trustee
    since 05/2019 · owns F of The 2014 Mary Margaret Trust
Entity owners
  • Mmt Wedmont Investment LLC · LLC
    direct · owns 10% to 25%
  • The 2014 Mary Margaret Trust · Trust
    indirect · owns 75% or more of Mmt Wedmont Investment LLC
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
West Chester, Pa · principal1040
Braintree, Ma000
Offices
Schedule D 1.F, the 25 largest
  • Portland, ME1 employees
  • , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
  • RAUM up 25 %Change between filings · filing Mar 30, 2026
    RAUM (Item 5.F) moved from $2,370,836,249 to $3,440,714,185 (+45.0%) between the annual amendments of 2025-04-16 and 2026-03-30; the peer median change was +17.0% (1298 comparable advisers, 91.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (1,298) · 91% percentile
  • advisor count surgeChange between filings · filing Mar 30, 2026
    advisory representatives (Item 5.B.3) moved from 5.0 to 11.0 (+120.0%) between the annual amendments of 2025-04-16 and 2026-03-30; the peer median change was 0.0% (999 comparable advisers, 99.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (999) · 99% percentile
  • office count surgeChange between filings · filing Mar 30, 2026
    offices other than the principal office (Item 1.F.5) moved from 3.0 to 9.0 (+200.0%) between the annual amendments of 2025-04-16 and 2026-03-30; the peer median change was 0.0% (379 comparable advisers, 99.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (379) · 99% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Employees · 15 to 16
    Jul 20, 2026 to Sep 2, 2026
  • Financial planning clients · 251-500 to 251-500
    Jul 20, 2026 to Sep 2, 2026
  • Related adviser · false to unset
    Jul 20, 2026 to Sep 2, 2026
  • Related bank · false to unset
    Jul 20, 2026 to Sep 2, 2026
  • Related broker-dealer · false to unset
    Jul 20, 2026 to Sep 2, 2026
  • Related insurance company · false to unset
    Jul 20, 2026 to Sep 2, 2026
  • Succession · false to unset
    Jul 20, 2026 to Sep 2, 2026
  • Employees · 14 to 15
    May 4, 2026 to Jul 20, 2026
  • Advisory employees · 11 to 12
    Mar 30, 2026 to May 4, 2026
  • Employees · 13 to 14
    Mar 30, 2026 to May 4, 2026
  • State-registered IARs · 11 to 12
    Mar 30, 2026 to May 4, 2026
  • Other offices · 9 to 10
    Mar 30, 2026 to May 4, 2026
  • Other offices · 8 to 9
    Feb 17, 2026 to Mar 30, 2026
  • Accounts · 2,017 to 2,437
    Jan 9, 2026 to Feb 17, 2026
  • Advisory employees · 10 to 11
    Jan 9, 2026 to Feb 17, 2026
  • Corporate clients · 2 to 1
    Jan 9, 2026 to Feb 17, 2026
  • HNW clients · 382 to 491
    Jan 9, 2026 to Feb 17, 2026
  • Individual clients · 6 to 5
    Jan 9, 2026 to Feb 17, 2026
  • Employees · 12 to 13
    Jan 9, 2026 to Feb 17, 2026
  • State-registered IARs · 10 to 11
    Jan 9, 2026 to Feb 17, 2026
  • Other offices · 7 to 8
    Jan 9, 2026 to Feb 17, 2026
  • Discretionary RAUM · $2.4B to $3.4B
    Jan 9, 2026 to Feb 17, 2026
  • HNW RAUM · $2.4B to $3.4B
    Jan 9, 2026 to Feb 17, 2026
  • Individual RAUM · $1.3M to $929,057
    Jan 9, 2026 to Feb 17, 2026
  • Non-discretionary RAUM · $5.3M to $14.1M
    Jan 9, 2026 to Feb 17, 2026
  • RAUM · $2.4B to $3.4B
    Jan 9, 2026 to Feb 17, 2026
  • Advisory employees · 9 to 10
    Nov 14, 2025 to Dec 16, 2025
  • Employees · 11 to 12
    Nov 14, 2025 to Dec 16, 2025
  • State-registered IARs · 9 to 10
    Nov 14, 2025 to Dec 16, 2025
  • Other offices · 5 to 7
    Nov 14, 2025 to Dec 16, 2025
  • Advisory employees · 7 to 9
    Jun 30, 2025 to Nov 14, 2025
  • Employees · 8 to 11
    Jun 30, 2025 to Nov 14, 2025
  • State-registered IARs · 7 to 9
    Jun 30, 2025 to Nov 14, 2025
  • Other offices · 4 to 5
    Jun 30, 2025 to Nov 14, 2025
  • Advisory employees · 5 to 7
    Apr 16, 2025 to Jun 30, 2025
  • Employees · 6 to 8
    Apr 16, 2025 to Jun 30, 2025
  • Financial planning clients · 251-500 to 251-500
    Apr 16, 2025 to Jun 30, 2025
  • State-registered IARs · 5 to 7
    Apr 16, 2025 to Jun 30, 2025
  • Other offices · 3 to 4
    Apr 16, 2025 to Jun 30, 2025
  • Accounts · 1,505 to 2,017
    Feb 27, 2024 to Jan 21, 2025
Signals
7 dated events
  • Wedmont Private Capital reported RAUM $3.4B, up 45% from $2.4B (2026-01-09 to 2026-02-17)
    Feb 17, 2026 · RAUM change · derived
  • Wedmont Private Capital reported RAUM $2.4B, up 50% from $1.6B (2024-02-27 to 2025-01-21)
    Jan 21, 2025 · RAUM change · derived
  • John Edward Levangie left Wedmont Private Capital for Anchor Capital Advisors Llc (registered 2025-03-25)
    Jan 7, 2025 · Advisor changed firm · fact
  • Wedmont Private Capital reported RAUM $1.6B, up 54% from $1.0B (2023-12-22 to 2024-01-09)
    Jan 9, 2024 · RAUM change · derived
  • Wedmont Private Capital reported RAUM $984.1M, up 96% from $501.3M (2023-01-23 to 2023-03-22)
    Mar 22, 2023 · RAUM change · derived
  • Wedmont Private Capital reported RAUM $501.3M, up 258% from $140.1M (2021-11-09 to 2022-01-28)
    Jan 28, 2022 · RAUM change · derived
  • Wedmont Private Capital filed its initial SEC registration (Form ADV)
    Apr 9, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
Business phone
610-885-8200reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile
linkedin.com/company/wedmontprivatecapitalreportedpublic record, Form ADV, Sep 18, 2026
Website
wedmont.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
(610) 885-8200reportedpublic record, Form ADV, Sep 2, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$287Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026