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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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