WEALTHCARE CAPITAL MANAGEMENT LLC

CRD

111119

SEC file #

801-60183

EIN

364776378

DBA names

—

Economics

AUM

$3.93B

AUM band

$1B+

AUM trajectory

'20 · $1.26B

'21 · $1.74B

'22 · $2.92B

'23 · $2.92B

'25 · $3.03B

'26 · $3.93B

'20'26

$1.26B → $3.93B▲ +211%

sec adv history

Client mix

Individuals Other	4,326
Individuals High Net Worth	1,312
Pension Profit Sharing Plans	28
Charitable Organizations	14
Corporations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 34 advisors

'21 · 34 advisors

'22 · 35 advisors

'23 · 35 advisors

'25 · 36 advisors

'26 · 35 advisors

'20'26

34 advisors → 35 advisors▲ +3%

sec adv history

Primary office

RICHMOND VA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/24/2026

facebook.com/russthorntoncdfa(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WEALTHCARE PARENT HOLDINGS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WEALTHCARE PARENT HOLDINGS LLC

DuBrueler, Justin

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:wealthcare.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

16,549

Form 5500 Compensation Trajectory 3y

2025

16,549

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

16,549

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001516450

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2011-04-01

Edgar Last Filing Date

2026-04-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-15

Accession0001951757-26-000598

Edgar Former Names

WEALTHCARE CAPITAL MANAGEMENT, INC.

Financeware, Inc.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Lpl Financial	4
E*trade	4
Morgan Stanley	1

adv brochure

Edgar Addresses

Mailing

1021 EAST CARY STREETSUITE 702RICHMOND, VA 23219

Business

1021 EAST CARY STREETSUITE 702RICHMOND, VA 23219

Edgar EIN

364776378

Edgar Recent Filings

13F-HR2026-04-15 · 0001951757-26-000598

13F-HR2026-01-20 · 0001951757-26-000231

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (38)

MADEY, RONALD, ELIOT

2647000

DuBrueler, Justin

Executive Officer · 2.5%

6865294

KRAUSE, JAMES, JOSEPH

Executive Officer · 2.5%

4143726

REGAN, MATTHEW, THOMAS

Executive Officer · 2.5%

JOHN JOSEPH SCHLICHTING

NICHOLAS ALAN MITCHELL

GORDON ELLIOTT CALDWELL

CHRISTOPHER NOEL PHILIPOOM

RICHARD CHAMBLEE VAN ZANDT

5532172

KENNETH DAVID KIDECKEL

KEVIN LAURENCE LONDON

Philip Jefferson Carter

5261604

RUSSELL GARRETT THORNTON

STEVEN ALLEN BERGERON

CHRISTOPHER HARRISON HESSENFLOW

2160195

KIMBERLY NOELLE NICHOLS

HENRY BENJAMIN SUPINSKI