WILSON DAVID INVESTMENT ADVISORS

WILSON DAVID INVESTMENT ADVISORS of AIKEN, SC is an SEC-registered investment adviser (CRD 172841). Regulatory assets under management: $6.9M.

Registration

• CRD: 172841
• Type: Registered investment adviser
• Location: 227 GATEWAY DRIVE, AIKEN, SC, 29803
• Phone: 8035076300
• Latest filing: 2026-02-19
• Regulatory AUM: $6.9M
• Discretionary AUM: $6.9M
• Clients: 2
• Accounts: 18

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172841 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search