|
⚲
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| WFG Capital Advisors LLC
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|
|
|---|---|
| CRD # | 310008 |
| SEC # | 801-119410 |
| CIK # | 0001842096 |
| AUM | $354.8 M (2026-03-17) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 251-473-2120 |
| Address | 2616A Dauphin Street Mobile, AL 36606 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Johnson & Johnson | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Nvent Electric PLC | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Ace Ltd | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 209.6 |
| (b) Individuals (high net worth individuals) | 163 | 133.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 11.3 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 358 | 354.8 |
| By Discretionary | ||
| Discretionary | 358 | 354.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 358 | 354.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.8 | |
| Total | 358 | 354.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001842096] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Argyle Capital Management LLC
✚
|
PA | 0.4 |
|
Stone Oak Wealth Management LLC
✚
|
TX | 0.4 |
|
Griffin Black LLC
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|
CA | 0.4 |
|
Harrington Investments Incorporated
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|
CA | 0.4 |
|
Financial Planning Navigators Corp
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|
MN | 0.4 |
|
Clay Northam Wealth Management LLC
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|
CA | 0.4 |
|
Bull Harbor Capital LLC
✚
|
MD | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |
|
Life Planning Partners Inc
✚
|
FL | 0.4 |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 0.4 |