Wacona Capital, LLC
SEC RegisteredPOWERING THE NEXT CHAPTER OF GROWTH FOR FOUNDER & FAMILY OWNED BUSINESSES
About the firm
Based in Charlottesville, Virginia, Wacona Capital is a private equity firm focused on partnering with leading founder & family owned companies in the lower middle market. Through providing strategic guidance and operational support, they collaborate with business leaders to develop a shared vision of success and a plan on how to get there.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Majority recapitalizations, growth capital, and management buyouts for transactions sized between $20 million and $100 million, with strategic guidance and operational support
Who they serve
Founder and family owned businesses in the lower middle market across the United States
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $194M |
Office locations
Regulatory & compliance
Data as of November 25, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wacona Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched