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WSC & Company, LLC

SEC Registered

We partner with extraordinary people to acquire enduring businesses.

Charlotte, NChttps://wscandcompany.com704-408-9943
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
4

About the firm

WSC & Company is a private investment firm acquiring businesses nationwide alongside exceptional entrepreneurs. The firm specializes in entrepreneurship through acquisition, partnering with entrepreneurs to invest in cash-flowing, founder-owned businesses with durable competitive advantages. Its principals have spent decades as both investors and operators.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Entrepreneurship Through AcquisitionLower-middle-marketPrivate InvestmentFounder-owned BusinessesCash-flowing BusinessesBusiness AcquisitionOperator Alignment

Services

Private investment and business acquisition, backing entrepreneurs with resources and relationships, investing in profitable lower-middle-market companies (typically $2M-$10M EBITDA) with recurring or repeat revenue, low customer concentration, and defensible market positions, across industries.

Private funds / alternatives
Private Equity

Who they serve

Entrepreneurs and operators seeking to acquire founder-owned businesses, particularly in the lower-middle market.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans4$320M

Leadership

Howard B Stone
MANAGER

Office locations

1 office in 1 state
NC
CharlotteHQ

Regulatory & compliance

CRD number
#289138
SEC Number
801-128198
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WSC & Company, 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.

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WSC & Company, LLC in Charlotte, NC | AdvisorFinder