WCP Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WCP Capital Management serves individual investors, trusts and estates and provides discretionary portfolio management paired with limited financial planning. The brochure describes financial planning as a supplemental service provided in conjunction with portfolio management rather than as a stand‑alone offering.
The firm’s approach emphasizes strategic asset allocation with an emphasis on minimizing downside risk and uses ETFs, common stocks, fixed income securities and, to a lesser extent, mutual funds; individual stock selections draw on both fundamental and technical analysis. Portfolios are managed on a discretionary basis, and the brochure notes that when making recommendations about retirement plan accounts or IRAs the firm acts as a fiduciary under ERISA and the Internal Revenue Code.
Compared with many independent advisers, WCP discloses the use of derivatives within separately managed accounts and engagement with retirement‑plan or other business clients, practices that are less common among peers of its type. The brochure also highlights operational policies—such as aggregated trades, cross‑trade procedures, and a custodial relationship designed to leverage institutional services—which frame how the firm implements individualized, account‑level management.
Client services
Expertise
Fee options
$0+: 1.10% annually for Total Return Accounts $0+: 0.35% annually for Fixed Income Accounts
Account minimum: $250,000 Minimum fee: Minimum annual fees may apply
Main office
3924 Forest Drive, Suite 10
Columbia SC 29204
Advisors at this office
1
Most active in
South Carolina
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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