SourcingSourcing

WABASH CAPITAL, INC.

B52
CRD 107932·SEC 801-56063·TERRE HAUTE, IN
AUM
$173.0M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$519K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WABASH CAPITAL, INC.
CRD
107932
SEC file #
801-56063
EIN
—
DBA names
—

Economics

AUM
$173.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.4M → $173.0M▲ +57%
Client mix
Individuals Other471
Individuals High Net Worth17
Charitable Organizations7
Pension Profit Sharing Plans4

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
TERRE HAUTE IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
wabashcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EDWARDS, DONALD, BRUCE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EDWARDS, DONALD, BRUCE
EXLINE, JAMES, BRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WABASHCAPITAL.COM
Rdap Domain Creation Date
2001-08-30T14:50:35Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
120,071
Form 5500 Compensation Trajectory 3y
2025120,071
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
120,071
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.197
Soi Zip Pct 200k Plus
0.0394
Soi Zip Returns 200k Plus
400
Soi Zip Total AGI
709,190
Fdic Zip Total Deposits
8,643,028,000
Fdic Zip Branch Count
156
Fdic Zip Top Banks
First Financial Bank, National Association
Old National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
The Merchants National Bank of Terre HauteTerre Haute, IN
Valley BankTerre Haute, IN
Fdic Zip HHI
2458.24
Fdic Zip Top Bank Share Pct
44.36
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T14:50:35Z
Rdap Domain Last Changed
2022-05-27T18:28:39Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,784
Returns3,020
Stub 2
AGI90,210
Returns2,450
Stub 3
AGI99,964
Returns1,620
Soi Zip Total Business Income
19,065
Soi Zip Total Cap Gains
40,619
Soi Zip Total Dividends
14,870
Soi Zip Total Returns
10,150
Top Owner CRD
4363379
Trust Company Affiliate
No

People (4)

4
EDWARDS, DONALD, BRUCE
IAR · Direct Owner · 37.5%
4363379
JAMES BRIAN EXLINE
Direct Owner · 37.5%
1003931
GINGER A SCOTT
IAR
3153173
SANDRA KAY SMITH
IAR
2756045