WILSON CAPITAL, LLC

WILSON CAPITAL, LLC is an SEC-registered investment adviser (CRD 166557). Regulatory assets under management: $37.0M.

Registration

• CRD: 166557
• Type: Registered investment adviser
• Phone: 508-527-6592
• Latest filing: 2026-03-05
• Regulatory AUM: $37.0M
• Discretionary AUM: $37.0M
• Clients: 1
• Accounts: 152

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166557 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search