Wedgewood Partners, Inc.

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Client assets under management

$385,978,875

Clients

331

44% high-net worth

Advisors

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$1,166,099

About

Wedgewood Partners, Inc. is an SEC‑registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high‑net‑worth clients, institutions, and investment companies. The firm provides discretionary portfolio management both directly and through third‑party platforms, and it manages assets in conjunction with wrap fee and Unified Managed Account (UMA) programs.

Wedgewood’s investment approach centers on concentrated, long‑term ownership of roughly 20 large‑cap growth companies selected from a screened universe of 500–600 names, combining quantitative profitability screens with qualitative franchise and competitive‑advantage analysis. Portfolios are constructed for low turnover and long holding periods, with explicit acknowledgement that concentration can raise volatility and the risk of permanent capital loss.

Compared with many peer teams, Wedgewood routinely serves as a sub‑adviser to registered investment companies and participates in multiple third‑party wrap and UMA programs, receiving a portion of wrap fees and providing model portfolios to sponsors. The firm also engages third‑party marketers and solicitation arrangements (including a minority ownership link and referral relationship with an external adviser and an agreement with a distribution firm) and discloses policies to avoid duplicate management fees when clients hold the affiliated mutual fund.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Other

Account minimum: $1,000,000

Main office location

Wedgewood Partners, Inc.

9909 Clayton Rd, Suite 103

St Louis MO 63124-1120, United States

Number of offices

Most active in

Alabama · California · Connecticut · Florida · Illinois · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 314-567-6407

Advisors at this firm

Michael Q

CFA®, Series 63

St Louis, MO

Wedgewood Partners, Inc.

Michael Quigley is a CFA® charterholder with 19 years of industry experience. He has been with Wedgewood Partners, Inc. since 2002. The firm provides discretionary portfolio management focused on large-cap growth investments for high-net-worth individuals, institutional clients, and registered investment companies. Wedgewood employs a concentrated, owner-oriented investment approach, typically holding about 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Active portfolio management Concentrated stock management

Steven K

Series 63, Series 65

St Louis, MO

Wedgewood Partners, Inc.

Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.

Active portfolio management Concentrated stock management

Christopher J

CFA®

St Louis, MO

Wedgewood Partners, Inc.

Christopher Jersan is a CFA® charterholder with 14 years of industry experience. He has been with Wedgewood Partners, Inc. since 2016 and previously worked at Kennedy Capital for 10 years. Wedgewood Partners, Inc. provides discretionary portfolio management focused on large-cap growth to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment process with low turnover and manages assets through separate accounts, model portfolios, and third-party investment programs.

Active portfolio management Concentrated stock management

David R

CFA®, Series 63

St Louis, MO

Wedgewood Partners, Inc.

David Rolfe is a CFA® charterholder with 33 years of industry experience. He has been with Wedgewood Partners, Inc. since 1992. The firm provides discretionary portfolio management primarily through its Large Cap Growth product to high-net-worth individuals, institutional clients, and serves as a sub-adviser to investment companies. Wedgewood’s investment approach is concentrated and owner-oriented, focusing on long-term holdings selected through quantitative and qualitative analysis.

Active portfolio management Concentrated stock management

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