Wabash Valley Capital Management Inc (Terre Haute)

Name: Wabash Valley Capital Management Inc
Address: 2901 Ohio Blvd, Terre Haute, IN, 47803
Telephone: 812-242-9113

Wabash Valley Capital Management Inc is a large advisory firm based in Terre Haute. It manages $96.62 million of regulatory assets for 379 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Indiana, and Michigan.

Wabash Valley Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wabash Valley Capital Management: assets under management

The assets under management (AUM) of Wabash Valley Capital Management Inc is $96.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $96.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $254.94 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wabash Valley Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wabash Valley Capital Management Inc

Donald Bruce Edwards has been acting as President since 1 Aug 1997. James Brian Exline joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Bruce Edwards	President	1 Aug 1997	25% - 50%	4363379
James Brian Exline	Executive vice president	1 Aug 1997	25% - 50%	1003931
Christopher Doll	Exec vice pres/treas	1 Aug 1997	25% - 50%	2942819

Based in Terre Haute

The principal office where Wabash Valley Capital Management Inc performs its advisory services is located at 2901 Ohio Blvd, Terre Haute, IN 47803, which is also the mailing address of the firm. An additional office of the firm is in Greencastle, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 812-242-9113 or by fax 812-231-0127. The normal business hours are 8:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wvcmadvisors.com.