Be advised. This firm is no longer registered.

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 - 4 of 4 top financial advisors.
1
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 36 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.

2
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.

3
James C. Kelly
CRD#: 6397033
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
90
Wealthminder
score

James Kelly (CRD# 6397033) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has over 3 years of experience in the finance industry.

4
Joeseph T. Koebele
CRD#: 6580806
1818 Market Street, 33rd Floor, Suite 3323, Philadelphia, PA 19103
89
Wealthminder
score

Joeseph Koebele (CRD# 6580806) 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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