West Capital Management, Inc.

West Capital Management, Inc. (CRD# 110572) is a financial advisory firm headquartered in Philadelphia, PA. They manage $651,455,851 in 1,647 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    1,647
    ACCOUNTS
  • Average Account Value
    $395,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MA, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at West Capital Management, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Dane F. Czaplicki
CRD#: 4372354
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
96
Wealthminder
score

Dane Czaplicki (CRD# 4372354) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 16 years of experience in the finance industry.

2
Joseph J. Dimaio
CRD#: 1017698
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
96
Wealthminder
score

Joseph Dimaio (CRD# 1017698) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 35 years of experience in the finance industry. Joseph Dimaio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy M. Macarak
CRD#: 4890673
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
96
Wealthminder
score

Timothy Macarak (CRD# 4890673) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 11 years of experience in the finance industry. Timothy Macarak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Erik R. Hickman
CRD#: 5912628
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
93
Wealthminder
score

Erik Hickman (CRD# 5912628) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 7 years of experience in the finance industry.

5
Erik W. Oneal
CRD#: 5371377
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
93
Wealthminder
score

Erik Oneal (CRD# 5371377) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 7 years of experience in the finance industry.

6
Christopher J. Topolewski
CRD#: 4557469
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
93
Wealthminder
score

Christopher Topolewski (CRD# 4557469) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 15 years of experience in the finance industry.

7
Matthew E. West
CRD#: 2057782
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
93
Wealthminder
score

Matthew West (CRD# 2057782) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 25 years of experience in the finance industry.

8
Wayne G. Billings
CRD#: 6424205
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
90
Wealthminder
score

Wayne Billings (CRD# 6424205) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has 1 year of experience in the finance industry.

9
Laura R. Feitelson
CRD#: 6624090
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
90
Wealthminder
score

Laura Feitelson (CRD# 6624090) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has 1 year of experience in the finance industry.

10
James C. Kelly
CRD#: 6397033
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
88
Wealthminder
score

James Kelly (CRD# 6397033) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.