Wagner Road Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wagner Road Capital Management provides discretionary investment management and separate investment consulting to individuals, trusts, estates, and other entities. The firm’s client roster is small (four advisory relationships), and consulting engagements are offered as standalone services that do not include trade implementation unless a separate management agreement is reached.
The firm’s investment approach is grounded in bottom-up fundamental analysis and seeks to build a concentrated, long-only equity portfolio of roughly 8–15 U.S.-focused positions, favoring high-quality businesses held with a long-term horizon. The strategy avoids leverage, derivatives, and shorting, uses position-level risk limits, and acknowledges the potential for short-term volatility.
Distinctive aspects of the firm include a relatively low level of assets under management and a very small client base compared with peers, and governance in which the firm’s principal also serves as the chief compliance and investment officer with no internal supervisor. The firm custodies client accounts at Interactive Brokers and discloses receipt of technology and other non-execution services from that custodian, which the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $20,000 Fee-only: Investment consulting flat fee between $12,000 and $24,000 annually, billed monthly
Main office
St. Paul MN
Advisors at this office
1
Most active in
Minnesota
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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