Wiedower Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wiedower Capital LLC is a solo, SEC-registered adviser that provides discretionary separately managed equity portfolios to individual and high‑net‑worth clients, with roughly $2 million in assets under management reported in the brochure. The firm applies a single, uniform investment strategy across client accounts and its filings indicate the client base includes a material portion of non‑U.S. investors.
The adviser uses fundamental analysis with an emphasis on qualitative factors such as management integrity and corporate culture, running a concentrated portfolio of long‑term holdings rather than broad diversification or market timing. Accounts are managed primarily in U.S. and Canadian securities but the firm may invest abroad and in cryptocurrencies, and it does not tailor the core strategy to individual client restrictions.
Distinctive aspects include the use of performance‑based compensation for qualified clients (with compliance under SEC Rule 205‑3) alongside standard management fees, a structure that is uncommon among independent solo advisers. The firm requires all accounts to be custodied at a single broker‑dealer chosen for international market access, the principal maintains significant personal capital in the same strategy and discloses ongoing outside businesses for which he reports limited weekly involvement.
Client services
Expertise
Fee options
$0 - $25,000,000: 2.00% $25,000,001 - $50,000,000: 1.50% $50,000,001 - $75,000,000: 1.00% $75,000,001 - $100,000,000: 0.75% $100,000,001+: 0.50%
20.0% of profits in excess of 7% with a high-water mark for qualified clients
Account minimum: $75,000
Main office
Austin TX
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Wiedower Capital · Wiedower Capital, LLC
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
Advisors at this firm
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