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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-2019
- Office Locations
- 11
Office Locations
About Wedmont Private Capital
Wedmont Private Capital is a fiduciary, flat-fee wealth manager founded by Credit Suisse and Vanguard alums. The team delivers comprehensive financial planning and investment management for high-net-worth families, professional investors, retirees, and select endowments. Portfolios are customized using an open-architecture product shelf and a data-driven, tax- and fee-aware approach.
Reported data analysis
What the numbers show
Between December 16, 2025 and May 4, 2026, reported AUM increased 45.1%, from $2.4B to $3.4B.
Across 5 reported observations, AUM increased 586.3% between December 12, 2022 and May 4, 2026, from $501.3M to $3.4B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 12 advisory representatives and 499 clients, or 41.6 clients per representative. That equates to $6.9M in reported AUM per client.
The profile lists 11 reported office locations and 6 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wedmont Private Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DOMINIC JOSEPH CORABI
Co-founder, Founder, Managing Member
- CRD
- #6212510
- Ownership
- 25% but less than 50%
JAMES LUCE PELLETIER
Co-founder, Founder, Managing Member
- CRD
- #6228242
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Drew Brian Frank
WEALTH PLANNING ASSOCIATE | CFP
- CRD
- #7871766
Thomas FRANCIS Ginty
Senior Financial Planner
- CRD
- #5761053
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,426,600,557 | $1,417,122 |
| Non-Discretionary | $14,113,628 | $742,823 |
| Total | $3,440,714,185 | $1,411,865 |
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Separately Managed Accounts
SMA allocation detail is available
Wedmont Private Capital has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wedmont Private Capital's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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