W
$22.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-2009
- Office Locations
- 1
Office Locations
3924 Forest Drive Suite 10 Columbia SC
About WCP Capital Management LLC
WCP Capital Management LLC is a Columbia-based RIA. The firm has been operating for 16 years. Managing $22.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
72 AVG AGE
$22.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
W
WILLIAM ALLEN PRUETT
Chief Compliance Officer, Managing Member
- CRD
- #1012724
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,001,103 | $335,686 |
| Non-Discretionary | $0 | -- |
| Total | $22,001,103 | $335,686 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing