48. Management Capital Wedge

48. Management Capital Wedge
48. Management Capital Wedge

The Charlotte-based Wedge Capital Management ranks No. 48 on the 2024 CNBC Financial Advisor 100 list, having also made the FA 100 list last year.

Total AUM: $7.5B (AccuPoint Solutions)

Years in Business: 37 (AccuPoint Solutions)

Accounts Under Management: 234 (AccuPoint Solutions)

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Principals:

Bradley Horstmann, Chief Compliance Officer & General Partner

Chelsea Charette Kelly, Vice President

David Lytle, Partner & Chief Investment Officer of Investment Advisory Services

Contact:

301 S College Street, Suite 3800, Charlotte, NC 28202

(704) 334-6475

by CNBC.com staff

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