Data / Investment advisers / Indiana / Wabash Capital, Inc.
Wabash Capital, Inc., Terre Haute, IN: $173 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wabash Capital, Inc. is an SEC registered investment adviser with its main office in Terre Haute, Indiana and reports $173 million in regulatory assets under management in its Form ADV filed August 3, 2026. Its clients include individuals, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Wabash Capital, Inc. (CRD number 107932): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107932
- SEC file number
- 801-56063
- SEC status
- Approved, effective November 25, 1998
- Main office
- 2901 Ohio Blvd Ste 242, Terre Haute, IN 47803
- Phone
- (812) 242-9113
- Website
- wabashcapital.com
- Regulatory AUM
- $173,044,936 in the Form ADV filed August 3, 2026
- Discretionary AUM
- $173,044,936
- Accounts
- 499
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 471 | $58 million |
| Pension and profit sharing plans | 4 | $37.6 million |
| High net worth individuals | 17 | $33.5 million |
| Charitable organizations | 7 | $27.9 million |
| Corporations or other businesses | Fewer than 5 | $16 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $173 million | March 19, 2026 |
| December 1, 2025 | $158.1 million | February 10, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Laughlin Financial LLC | Bloomington | $200.2 million | Not listed | adviserinfo.sec.gov |
| Pile Wealth Management | Indianapolis | $188.7 million | Not listed | adviserinfo.sec.gov |
| Nearside Advisors, LLC | Indianapolis | $188.6 million | Not listed | adviserinfo.sec.gov |
| Comprehensive Financial Consultants | Cicero | $187.3 million | Not listed | adviserinfo.sec.gov |
| Greenleaf Financial Group | Carmel | $175.2 million | Not listed | adviserinfo.sec.gov |
| Aldebaran Capital, LLC | Carmel | $166.9 million | Not listed | adviserinfo.sec.gov |
| Lauer Wealth Management | Valparaiso | $160.9 million | Not listed | adviserinfo.sec.gov |
| Spyglass Investment Management | Terre Haute | $156.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving pension and profit sharing plans
- Wabash Capital, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.