SourcingSourcing

WESBANCO SECURITIES, INC.

C30
CRD 43276·SEC 801-119845·ST CLAIRSVILLE, OH
AUM
$285.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$858K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESBANCO SECURITIES, INC.
CRD
43276
SEC file #
801-119845
EIN
—
DBA names
—

Economics

AUM
$285.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$115.3M → $285.9M▲ +148%
Client mix
Individuals Other1,419
Individuals High Net Worth208

Operations

Employees (total)
110
Advisory staff (per ADV)
42
Advisory staff (5-yr trend)
'21'26
24 advisors → 42 advisors▲ +75%
Primary office
ST CLAIRSVILLE OH
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WESBANCO INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
WESBANCO INC.
JACKSON, JEFF
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2628
Soi Zip Pct 200k Plus
0.0675
Soi Zip Returns 200k Plus
460
Soi Zip Total AGI
596,165
Fdic Zip Total Deposits
16,450,681,000
Fdic Zip Branch Count
333
Fdic Zip Top Banks
Belmont Savings Bank
Wesbanco Bank, Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
49
Bc Firm Active IA Count
16
Bc Firm IAR Count
50
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
National City Bank, NortheastSt. Clairsville, OH
Bank One, Steubenville, National AssociationSt. Clairsville, OH
Fdic Zip HHI
1222.7
Fdic Zip Top Bank Share Pct
20.49
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
Yes
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,188
Returns1,710
Stub 2
AGI56,111
Returns1,520
Stub 3
AGI65,390
Returns1,060
Soi Zip Total Business Income
18,223
Soi Zip Total Cap Gains
15,456
Soi Zip Total Dividends
15,668
Soi Zip Total Returns
6,810
Trust Company Affiliate
No

People (58)

58
LOVE, SCOTT ALAN
IAR · Executive Officer · 2.5%
2854247
JACKSON, JEFF
Executive Officer · 2.5%
7692472
LUZAR, JAY MICHAEL
Executive Officer · 2.5%
2629991
RYKOWSKI, AARON S
Executive Officer · 2.5%
8244705
LISA FINKELSTEIN STAVSKY
Executive Officer · 2.5%
1749197
ROSE LYNN WILSON
Executive Officer · 2.5%
4072715
ZATTA, JAY
Executive Officer · 2.5%
7693273
JAMES ROBERT HERBERGER
Executive Officer · 2.5%
5890583
NEWCOMB, SAMUEL R
Executive Officer · 2.5%
8266090
JASON ANDREW LUCARELLI
IAR
4460305
TRACY LYNN BUTTERFIELD
IAR
2804667
JEREMY R WEST
IAR
4731164
SETH PERRY WHITE
IAR
4871643
JOHN W CRESTO
IAR
6475588
Melissa Marie Roberts
IAR
7364506
LAURA ANNE RICHARDSON
IAR
6737515
Abbie Sophia Talbert
IAR
6729230
MARK ANDREW MAGUIRE
IAR
5161132
STACY DALE JOHNSON
IAR
4633407
JAMES LEE SAYRE
IAR
4974956
MELVIN WESLEY KAHLE
IAR
5081822
PEGGY L SAUNDERS
IAR
6096922
KERRIE LYNN SMITH
IAR
6466057
DENISE MARIE HAMLIN-MILLER
IAR
6169359
KRISTINE L BAUER
IAR
5777047
WILLIAM EDWARD NICHIE
IAR
1654344
ROBERT BECERRA
IAR
2846108
LAURA ANN CADE
IAR
5460305
Robert T Sanders
IAR
7919557
VICKI LYNN WILEY
IAR
5215860
Gregory Grant Simons
IAR
7991453
Rebecca Lemay Medley
IAR
7438224
THOMAS CARLYLE FARNSWORTH
IAR
5081785
Ryan Eric Hill
IAR
7269688
Robert Dummer
IAR
6738367
JAMES LEROY CONNER
IAR
5339285
Bretton L. Martin
IAR
7881015
Lori J Enoch
IAR
5666922
AMY M DERRINGER
IAR
6173906
SHERRI LYNN Sharpe
IAR
3110368
RICHARD GREGG STEVENSON
IAR
6118467
Spencer Brian Dolence
IAR
7561251
CHRISTOPHER JUDE SECRETO
IAR
2269633
Dylan Gongola
IAR
7920044
DAVID ROBERT MCGINLEY
IAR
5253632
Brian Spezialetti
IAR
7281217
LAURA ELLEN BURKE MCLAIN
IAR
4217442
Carson Krueger
IAR
8090776
GEORGIA CAROL SOMMER
IAR
6042848
Arthur Hughes
IAR
7389907
Cullen Wesley Dalton
IAR
7785718
MICAH ABRAHAM SEEN
IAR
7173552
Gina Odell Craddock
IAR
7372840
ROTH, JENNIFER, SUE
IAR
3247469
KELSIE R DUNBAR
IAR
6321421
Miranda L Frazer
IAR
7814523
PAUL DOUGLAS CURNES
IAR
3203125
Vicki Ann Korinko
IAR
4544812