CHARLOTTESVILLE, VACRD 331836Latest ADV November 25, 2025
Wacona Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlottesville, VA. Its latest Form ADV filing, dated November 25, 2025, reports $194M in regulatory assets under management, 5 employees, and 5 accounts.
Assets Under Management
$194M
Employees
5
Offices
--
Total Clients
5
Primary office
CHARLOTTESVILLE, VA
300 W MAIN STREET, SUITE 201, CHARLOTTESVILLE, VA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of November 25, 2025
Discretionary100.0%
$194M
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.
Total AUM$194M
Total Accounts5
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1:1
10Y Employee Change—
* 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.