Wabash Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,577,937
Clients
488
Advisors
3
across 3 offices
About
Wabash Capital manages discretionary investment portfolios for individuals (including high‑net‑worth and non‑HNW clients), trusts, corporations, foundations/endowments, pensions and 401(k) plans, using individual stocks, bonds, ETFs, mutual funds and, on a limited basis, partnership interests. The firm operates as a fee‑only registered investment adviser focused on investment management rather than standalone financial or tax planning, though those factors are considered in portfolio decisions.
The firm describes a top‑down, fundamental investment process that begins with a macroeconomic view and applies valuation and profitability metrics to construct risk‑based portfolios comprised of low‑correlation security classes. Tactical shifts in asset allocation are driven largely by market valuations — the brochure identifies the CAPE ratio as a primary driver — and Wabash generally remains fully invested with a low‑turnover, long‑term orientation.
Distinctive features include a substantial amount of non‑regulatory, non‑discretionary assets reported in the brochure that materially increase the firm’s total assets under management relative to its reported regulatory AUM, and explicit ERISA plan capabilities offering both non‑discretionary (3(21)) and discretionary (3(38)) plan services. The firm also discloses arrangements to pay referral fees to independent marketing representatives and reports a prior internal misconduct matter involving a former executive who was found to have misappropriated funds from a church and is paying restitution.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.25%
$150 per hour for special projects
Minimum fee: No minimum fee for non 401(k) accounts; 401(k) plans under $1 million may be subject to a minimum annual fee Fee-only: Fee-only investment advisor; no commissions or third-party compensation received
Main office
See office2901 Ohio Blvd, Suite 242
Terre Hute IN 47803
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Florida · Illinois · Indiana · Oregon · Texas
Also doing business as
Wabash Capital, Inc. · Wabash Valley Capital Management Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sandra S
Harrisburg, IL
Wabash Capital, Inc.
Sandra Smith is a financial advisor at Wabash Capital, Inc. in Harrisburg, Illinois, with 26 years of industry experience. She has been with Wabash Capital since 2000. Wabash Capital manages discretionary investment portfolios for individuals, trusts, corporations, foundations, pensions, and 401(k) plans using a top-down, fundamental investment approach focused on macroeconomic analysis and valuation metrics. The firm operates as a fee-only registered investment adviser emphasizing long-term, risk-based portfolio construction.
Donald E
CFA®
Terre Hute, IN
Wabash Capital, Inc.
Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.
Ginger S
Series 65
Greencastle, IN
Wabash Capital, Inc.
Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)