TERRE HAUTE, INCRD 107932Latest ADV March 19, 2026
Wabash Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Terre Haute, IN. Its latest Form ADV filing, dated March 19, 2026, reports $173M in regulatory assets under management, 3 employees, 2 offices, and 499 accounts.
Assets Under Management
$173M
Employees
3
Offices
2 offices
Total Clients
499
Primary office
TERRE HAUTE, IN
2901 OHIO BLVD, STE 242, TERRE HAUTE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.4% of total clients.
Top client categories% of clientsClients
1
Individuals
94.4%
471
2
HNWI
3.4%
17
3
Charitable
1.4%
7
4
Pension Plans
0.8%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 19, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$173M
Total Accounts499
10Y AUM Change$-92M (-34.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee166:1
10Y Employee Change-4 (-57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.