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WACONA CAPITAL, LLC

CHARLOTTESVILLE, VA · CRD 331836 · IAPD ↗ · waconacapital.com · 434-922-0726

$194.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
February 2026 — WACONA CAPITAL, LLC (CHARLOTTESVILLE, VA) is newly SEC-registered with $194.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.