# WILLS FINANCIAL GROUP, LLC

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

## Registration

- CRD: 334431
- Type: SEC-registered investment adviser
- SEC file number: 801-131900
- Location: 704 LIBBIE AVENUE, RICHMOND, VA, 23226
- Phone: 804-330-3100
- Latest filing: 2026-02-27
- Regulatory AUM: $385.7M
- Discretionary AUM: $385.7M
- Clients: 5
- Accounts: 753

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Grace Rachel Choi | CHIEF COMPLIANCE OFFICER | — |
| Janet Howard Wills | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334431/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334431/similar
- Related entities: https://search.stillhousedata.com/firm/334431/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334431

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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.