A complete list of active advisors currently associated with Wedmont Private Capital

Warmer can help you find a great advisor at Wedmont Private Capital or one who fits your needs even better.

Wedmont Private Capital LLC provides ongoing financial planning paired with discretionary investment management to individuals (including high‑net‑worth clients), charitable organizations, corporations, and employee benefit plans. The firm delivers planning and management together under a fixed quarterly subscription (stated as $3,125 per quarter, $12,500 per year) and generally requires $1,000,000 in investable assets as a negotiable minimum. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive strategies using index mutual funds and ETFs to build diversified portfolios, while also offering direct indexing and the option to engage third‑party/outside managers. Wedmont conducts ongoing account supervision tied to client implementation plans and performs due diligence on outside managers’ holdings, strategies, and operational risks. Distinctive among many multi‑team advisers, Wedmont does not rely on percentage‑of‑AUM fees and instead bundles investment management into its fixed planning subscription, though outside managers engaged by the firm may charge separate fees. The firm participates in the Charles Schwab Institutional program for custody and execution, does not vote client proxies, and limits custody activity to direct fee debiting rather than broader custody of client assets.

To learn more about the advisors currently working at Wedmont Private Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.