Daniel Holdridge
Wedmont Private Capital · Madison, Wisconsin
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.
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Facts
| Firm | Wedmont Private Capital |
|---|---|
| Based in | Madison, Wisconsin |
| 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, WI · CRD 6707138 |
| Exams passed | Series 65 (2016) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How Daniel'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 Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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