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| Wills Financial Group LLC
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| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001525109 0002059579 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Broadcom Inc | 6.9 | ||
| Union Pacific Corp | 6.7 | ||
| Aqua America Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Danaher Corp /DE/ | 5.2 | ||
| Dominion Resources Inc /VA/ | 4.6 | ||
| Sherwin Williams Co | 4.5 | ||
| Kimberly Clark Corp | 4.5 | ||
| CF Industries Holdings Inc | 4.2 | ||
| Southern Co | 4.2 | ||
| Pfizer Inc | 4.0 | ||
| Marathon Petroleum Corp | 3.4 | ||
| FPL Group Inc | 3.3 | ||
| Verizon Communications Inc | 3.0 | ||
| Union First Market Bankshares Corp | 2.9 | ||
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| 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 |
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|---|---|---|
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