Robert Kubik
Wedmont Private Capital · Grayslake, Illinois
Robert Kubik is a fee-only financial advisor at Wedmont Private Capital in Grayslake, Illinois, 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 | Grayslake, Illinois |
| 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 IL, TX · CRD 6415492 |
| Exams passed | Series 66 (2015) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wedmont.com |
How Robert'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 Robert
Is Robert Kubik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.
Where is Robert Kubik based?
Robert Kubik is based in Grayslake, Illinois.
What credentials does Robert Kubik hold?
Robert Kubik holds the CFP credential.
Is Robert Kubik registered with the SEC?
Yes. Robert Kubik is registered as an investment adviser representative in IL and TX (CRD 6415492), 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 Robert Kubik?
Through Robert'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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