Wedmont Private Capital
Wedmont Private Capital LLC is an Investment Adviser registered with the SEC, established in 2019 by Dominic Corabi and James Pelletier. The firm manages discretionary and non-discretionary Assets Under Management totaling $2,365,517,398 and $5,318,851 respectively as of December 2024. Services offered include Ongoing Financial Planning with Investment Management, requiring a minimum account size of $1,000,000 (negotiable), with fees of $3,125 per quarter for Financial Planning and no additional cost for Investment Management. The firm practices Modern Portfolio Theory and primarily offers passive investment management. Clients may impose restrictions on investments, and the firm provides investment discretion with a Limited Power of Attorney. Wedmont does not engage in performance-based fees, side-by-side management, or wrap fee programs. The firm recommends Charles Schwab Institutional for custody and brokerage services. Wedmont does not vote client proxies and does not have custody of client funds except for fee withdrawals. The firm has no financial commitments impairing its ability to meet obligations and has not been involved in any criminal or civil actions.
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