Advisor at Wabash Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wabash Capital, Inc.
Location
Terre Hute, IN 47803
Credentials
CFA®
Industry experience
27 years
Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.
Based on Wabash Capital, Inc.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.25%
$150 per hour for special projects
Minimum fee: No minimum fee for non 401(k) accounts; 401(k) plans under $1 million may be subject to a minimum annual fee Fee-only: Fee-only investment advisor; no commissions or third-party compensation received
2901 Ohio Blvd, Suite 242
Terre Hute, IN 47803
Indiana · Texas
Wabash Capital, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Terre Haute, IN
Spyglass Investment Management
Series 65
Terre Haute, IN
Spyglass Investment Management
Series 65
Terre Haute, IN
Spyglass Investment Management
Series 63, Series 66
Terre Haute, IN
&PARTNERS
Series 63, Series 65
Terre Haute, IN
&PARTNERS
Series 63, Series 65
Terre Haute, IN
FIFTH THIRD SECURITIES, Inc.
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