Wacona Capital, LLC: new SEC registration, $194M AUM, Charlottesville, VA
Wacona Capital, LLC (Charlottesville, Virginia): new SEC registration, $194M AUM, Charlottesville, VA. Its amount of 194 is above the median of 134 (67th percentile). Dated 303 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 194 · 67th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Wacona Capital, LLC |
| Legal name | Wacona Capital, LLC |
| CRD | 331836 |
| Status | Approved |
| Registered with the SEC | 2026-01-05 |
| Latest Form ADV filing | 2025-11-25 |
| Location | Charlottesville, VA, United States |
| Regulatory AUM | $194,115,432 |
| Accounts | 5 |
| Employees | 5 |
| Website | https://www.waconacapital.com/ |
| amount percentile | 67th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Piedmont Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Wacona Capital, LLC and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Wacona Capital, LLC's amount: 67th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $194M under management.
- Website on file.
What is the NewRiaPulse record for Wacona Capital, LLC in Charlottesville, Virginia?
Wacona Capital, LLC received SEC registration as an investment adviser (2026-01-05) with $194,115,432 in regulatory assets under management, based in Charlottesville, VA.
How does Wacona Capital, LLC compare to other Virginia NewRiaPulse records?
Its amount of 194 sits in the upper half (67th percentile) of 1,149 records; the median is 134. It is 303 days old; check the official source for later updates before acting.
Wacona Capital, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wacona Capital, LLC | Charlottesville, VA | 194 | 67th | 2026-01-05 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.