# Daniel Holdridge

> Daniel Holdridge is a fee-only financial advisor at Wedmont Private Capital in Madison, Wisconsin, who holds the CFP credential. Wedmont Private Capital reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-holdridge/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wedmont Private Capital
- **Based in:** Madison, Wisconsin
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $3.44B across 2,437 accounts
- **Credentials:** CFP
- **CRD:** 6707138 (https://adviserinfo.sec.gov/individual/summary/6707138)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 65 (2016)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.wedmont.com

## Frequently asked questions

### Is Daniel Holdridge a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?

Daniel's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.

### Where is Daniel Holdridge based?

Daniel Holdridge is based in Madison, Wisconsin.

### What credentials does Daniel Holdridge hold?

Daniel Holdridge holds the CFP credential.

### Is Daniel Holdridge registered with the SEC?

Yes. Daniel Holdridge is registered as an investment adviser representative in TX and WI (CRD 6707138), 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 Daniel Holdridge?

Through Daniel's website, www.wedmont.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6707138): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.