|
⚲
|
| Keyboard |
| Wills Financial Group LLC
✚
|
|
|---|---|
| CRD # | 334431 |
| SEC # | 801-131900 |
| CIK # | 0001525109, 0002059579 |
| AUM | 385.7 M (2026-02-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-330-3100 |
| Address | 704 Libbie Avenue Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.8 | ||
| Microsoft Corp | 14.3 | ||
| Alphabet Inc | 13.8 | ||
| iShares Comex Gold Trust | 12.9 | ||
| Palo Alto Networks Inc | 11.3 | ||
| Lockheed Martin Corp | 10.7 | ||
| Amazon Com Inc | 10.2 | ||
| Chevron Corp | 7.7 | ||
| PepsiCo Inc | 7.4 | ||
| Procter & Gamble Co | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 64.5 |
| (b) Individuals (high net worth individuals) | 90 | 317.2 |
| (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 | 0 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 753 | 385.7 |
| By Discretionary | ||
| Discretionary | 753 | 385.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 753 | 385.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 385.4 | |
| Total | 753 | 385.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001525109] | |
| 13F-HR | [0002059579] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southwest Investment Advisors Inc
✚
|
AZ | 386.9 M |
|
Missionpoint Partners LLC
✚
|
386.9 M | |
|
DS Investment Advisors
✚
|
MI | 386.1 M |
|
Evexia Wealth LLC
✚
|
WI | 386.1 M |
|
Lowery Thomas LLC
✚
|
385.8 M | |
|
Alden Investment Advisors LLC
✚
|
PA | 385.7 M |
|
Ranch Capital Advisors Inc
✚
|
FL | 385.5 M |
|
Wittenberg Investment Management Inc
✚
|
385.2 M | |
|
Pacific Asset Management LLC
✚
|
WA | 384.8 M |
|
Ketron Financial LLC
✚
|
CA | 384.0 M |