Clinton McCalla
Wedmont Private Capital · Lakeway, Texas
Clinton McCalla is a fee-only financial advisor at Wedmont Private Capital in Lakeway, Texas, who holds the CFP credential. Wedmont Private Capital reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wedmont Private Capital |
|---|---|
| Based in | Lakeway, Texas |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $3.44B across 2,437 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6162847 |
| Exams passed | Series 65 (2013) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How Clinton's firm compares
- Wedmont Private Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 2,437 accounts).
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Questions about Clinton
Is Clinton McCalla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clinton holds no broker registration, and Wedmont Private Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clinton charge for financial advice?
Clinton's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.
Where is Clinton McCalla based?
Clinton McCalla is based in Lakeway, Texas.
What credentials does Clinton McCalla hold?
Clinton McCalla holds the CFP credential.
Is Clinton McCalla registered with the SEC?
Yes. Clinton McCalla is registered as an investment adviser representative in TX (CRD 6162847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wedmont Private Capital manage?
Wedmont Private Capital reports $3.44B across 2,437 accounts in assets under management.
How do I contact Clinton McCalla?
Through Clinton's website, www.wedmont.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakeway
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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