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Wiedower Capital

Updated today

Client assets under management

$3,000,000

Clients

7

14% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

7

Very Low

Average account size

$428,571

About

Wiedower Capital LLC is a solo, SEC-registered adviser that provides discretionary separately managed equity portfolios to individual and high‑net‑worth clients, with roughly $2 million in assets under management reported in the brochure. The firm applies a single, uniform investment strategy across client accounts and its filings indicate the client base includes a material portion of non‑U.S. investors.

The adviser uses fundamental analysis with an emphasis on qualitative factors such as management integrity and corporate culture, running a concentrated portfolio of long‑term holdings rather than broad diversification or market timing. Accounts are managed primarily in U.S. and Canadian securities but the firm may invest abroad and in cryptocurrencies, and it does not tailor the core strategy to individual client restrictions.

Distinctive aspects include the use of performance‑based compensation for qualified clients (with compliance under SEC Rule 205‑3) alongside standard management fees, a structure that is uncommon among independent solo advisers. The firm requires all accounts to be custodied at a single broker‑dealer chosen for international market access, the principal maintains significant personal capital in the same strategy and discloses ongoing outside businesses for which he reports limited weekly involvement.

Client services

Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Percentage

$0 - $25,000,000: 2.00% $25,000,001 - $50,000,000: 1.50% $50,000,001 - $75,000,000: 1.00% $75,000,001 - $100,000,000: 0.75% $100,000,001+: 0.50%

Performance-based

20.0% of profits in excess of 7% with a high-water mark for qualified clients

Other

Account minimum: $75,000

Most active in

Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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