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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1997
- Office Locations
- 3
Office Locations
About Wabash Capital, Inc.
Wabash Capital is an independent, fiduciary RIA providing personalized wealth management and financial planning, including retirement, tax and portfolio construction. It serves individuals as well as institutions such as foundations, endowments, corporations and trusts. The investment approach emphasizes asset allocation and risk management across ETFs, mutual funds and fixed income, with custody at Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONALD BRUCE EDWARDS
Chief Compliance Officer, President
- CRD
- #4363379
- Ownership
- 25% but less than 50%
JAMES BRIAN EXLINE
Chief Executive Officer, EXECUTIVE VICE PRESIDENT, Owner
- CRD
- #1003931
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
GINGER A SCOTT
Vice President
- CRD
- #3153173
SANDRA KAY SMITH
Vice President
- CRD
- #2756045
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,044,936 | $346,783 |
| Non-Discretionary | $0 | -- |
| Total | $173,044,936 | $346,783 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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