# WILLS FINANCIAL GROUP, INC.

WILLS FINANCIAL GROUP, INC. of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 109554
- Type: SEC-registered investment adviser
- SEC file number: 801-56590
- Location: 704 LIBBIE AVENUE, RICHMOND, VA, 23226-2622
- Phone: 804-330-3100
- Latest filing: 2024-03-23
- Regulatory AUM: $333.3M
- Discretionary AUM: $333.3M
- Clients: 5
- Accounts: 717

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WILLS JANET HOWARD | PRESIDENT | — |
| WILLS RICHARD BLACKWELL | VICE PRESIDENT; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| DANCE DENISE SMITH | SECRETARY-TREASURER | — |
| NOLAN MARY BETH | CHIEF COMPLIANCE OFFICER | — |
| Choi Grace Rachel | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109554/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109554/similar
- Related entities: https://search.stillhousedata.com/firm/109554/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109554

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.