WILSON FINANCIAL GROUP

WILSON FINANCIAL GROUP is an SEC-registered investment adviser (CRD 291285). Regulatory assets under management: $58.4M.

Registration

• CRD: 291285
• Type: Registered investment adviser
• Phone: (205) 868-9297
• Latest filing: 2026-01-15
• Regulatory AUM: $58.4M
• Discretionary AUM: $58.4M
• Clients: 1
• Accounts: 149

Business model

Compensation: % of AUM.

Clients served: 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 291285 on SEC IAPD (source of record)
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