Investment adviser · CRD 109554
WILLS FINANCIAL GROUP
Investment adviser filing (IA)
WILLS FINANCIAL GROUP, INC.
RICHMOND, VA, United States · Form ADV filed Mar 23, 2024
- Regulatory AUM
- $333M Form ADV · Item 5.F
- Client accounts
- 717 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 84 | $270,339,416 | 81.1% |
| Individuals | 166 | $59,644,085 | 17.9% |
| Retirement plans | Fewer than 5 | $3,311,699 | 1.0% |
Filing source
Form ADV 1853418 · Mar 23, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
704 LIBBIE AVENUERICHMOND, VA, 23226-2622, United States
CRD 109554
Filing source
Form ADV 1853418 · Mar 23, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.