Wedmont Private Capital, Llc
- Regulatory AUM
- $3.4B
- Discretionary
- $3.4B
- Clients
- 498
- Avg AUM / client
- $6.9M
- Accounts
- 2,437
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $929K | 0.03% |
| High net worth individuals | 491 | $3.4B | 99.5% |
| Charitable organizations | 1 | $671K | 0.02% |
| Corporations and other businesses | 1 | $16.3M | 0.48% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cannon, Jason, Ryan | Trustee | May 2019 (7y) | GP / trustee / elected manager of The 2014 Mary Margaret Trust (indirect) | |
| Dominic Joseph Corabi | Co Founder, Managing Member, Chief Compliance Officer | CFP | Sep 2019 (7y) | 25% – 50% |
| James Luce Pelletier | Co Founder, Managing Member | Sep 2019 (7y) | 25% – 50% | |
| Thomas Francis Ginty | Registered representative | CFP | May 2021 (5y) | |
| Alexandra Eve Kroot | Registered representative | CFP | Aug 2022 (4y) | |
| Tyler Jones Miles | Registered representative | CFP | Feb 2024 (2y) | |
| Daniel Earl Holdridge | Registered representative | CFP | Jun 2025 (1y) | |
| Drew Brian Frank | Registered representative | CFP | Jun 2025 (1y) | |
| Emmett Nathaniel Stewart | Registered representative | CFP | Oct 2025 (1y) | |
| Ryan Everett Graham | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Jeffrey Robert Snodgrass | Registered representative | Jan 2026 (1y) | ||
| Robert Kubik | Registered representative | CFP | Mar 2026 (0y) | |
| Clinton Daniel Mccalla | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mmt Wedmont Investment Llc | Llc | Sep 2019 | A | 10% – 25% |
| The 2014 Mary Margaret Trust | Trust | Sep 2019 | B | ≈ 7.5% – 25% via Mmt Wedmont Investment Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The 2014 Mary Margaret Trust: 75% – 100% of Mmt Wedmont Investment Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.4B (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗