WILLS FINANCIAL GROUP
WILLS FINANCIAL GROUP, INC. Legal Name
Adviser information for WILLS FINANCIAL GROUP last updated from Form ADV on March 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 717 | $333.3M |
Non-Discretionary | 0 | $0 |
Total | 717 | $333.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 166 | $59.6M |
HNW Individuals | 84 | $270.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $3.3M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
704 LIBBIE AVENUERICHMOND
VA
United States
Monday - Friday, 9AM TO 5PM
Tel: 804-330-3100, Fax: 804-330-3107
Websites
Chief Compliance Officer
GRACE CHOI
704 LIBBIE AVENUE
RICHMOND
VA
United States
Tel:
804-330-3100
Fax:
804-330-3107
G****@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WILLS, JANET, HOWARD | Individual | – | PRESIDENT | 01/1999 | > 75% |
WILLS, RICHARD, BLACKWELL | Individual | – | VICE PRESIDENT | 03/2001 | < 5% |
DANCE, DENISE, SMITH | Individual | – | SECRETARY-TREASURER | 01/2001 | < 5% |
Choi, Grace, Rachel | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2018 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACCENTURE PLC IRELAND | SHS Class A | 3M | 9K | – |
ALBEMARLE CORP | COM | 1M | 12K | – |
ALPHABET INC | CAP STK CL A | 8M | 42K | – |
ALPHABET INC | CAP STK CL C | 906K | 5K | – |
AMAZON COM INC | COM | 7M | 35K | – |
APPLE INC | COM | 15M | 71K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 19M | 47K | – |
BLACKSTONE CORP INC | COM CL A | 302K | 2K | – |
BNY MELLON ETF TRUST | US LRG CP CORE | 315K | 3K | – |
BROADCOM INC | COM | 3M | 2K | – |
CHEVRON CORP NEW | COM | 6M | 36K | – |
CME GROUP INC | COM | 673K | 3K | – |
COCA COLA CO | COM | 654K | 10K | – |
CONOCOPHILLIPS | COM | 5M | 43K | – |
DANAHER CORP DEL | COM | 10M | 41K | – |
DOMINION ENERGY INC | COM | 5M | 97K | – |
DUKE ENERGY CORP NEW | COM NEW | 662K | 7K | – |
ESSENTIAL UTILITIES INC | COM | 6M | 160K | – |
EXXON MOBIL CORP | COM | 853K | 7K | – |
FERGUSON PLC NEW | SHS | 4M | 20K | – |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 237K | 4K | – |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 5M | 59K | – |
HOME DEPOT INC | COM | 582K | 2K | – |
HUNTINGTON INGALLS INDS INC | COM | 280K | 1K | – |
INTUITIVE SURGICAL INC | COM NEW | 200K | 450 | – |
ISHARES GOLD TRUST | ISHARES | 5M | 114K | – |
ISHARES TR | CORE S&P500 ETF | 331K | 605 | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 224K | 4K | – |
JOHNSON & JOHNSON | COM | 842K | 6K | – |
JP MORGAN CHASE & CO | COM | 3M | 16K | – |
KENVUE INC | COM | 4M | 237K | – |
LOCKHEED MARTIN CORP | COM | 11M | 23K | – |
LOWES COS INC | COM | 386K | 2K | – |
MARKEL CORP | COM | 224K | 142 | – |
MCCORMICK & CO INC | COM VTG | 1M | 20K | – |
MCKESSON CORP | COM | 292K | 500 | – |
MERCK & CO INC | COM | 4M | 30K | – |
MICROSOFT CORP | COM | 20M | 44K | – |
NEXTERA ENERGY INC | COM | 2M | 32K | – |
NIKE INC | CL B | 3M | 40K | – |
NORFOLK SOUTHERN CORP | COM | 1M | 6K | – |
NORTHROP GRUMMAN CORP | COM | 2M | 4K | – |
NVIDIA CORPORATION | COM | 400K | 3K | – |
PALO ALTO NETWORKS INC | COM | 10M | 31K | – |
PEPSICO INC | COM | 8M | 48K | – |
PFIZER INC | COM | 369K | 13K | – |
PHILIP MORRIS INTL INC | COM | 351K | 3K | – |
PROCTER AND GAMBLE CO | COM | 8M | 50K | – |
RAYTHEON TECHNOLOGIES CORP | COM | 290K | 3K | – |
S&P GLOBAL INC | COM | 4M | 9K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 19K | – |
SHERWIN WILLIAMS CO | COM | 4M | 13K | – |
SOUTHERN CO | COM | 2M | 30K | – |
STANLEY BLACK & DECKER INC | COM | 1M | 17K | – |
TEXAS INSTRS INC | COM | 836K | 4K | – |
THERMO FISHER SCIENTIFIC INC | COM | 776K | 1K | – |
UNION PAC CORP | COM | 6M | 25K | – |
VAIL RESORTS INC | COM | 425K | 2K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 283K | 1K | – |
VERIZON COMMUNICATIONS INC | COM | 3M | 76K | – |
VISA INC | COM CL A | 1M | 5K | – |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 315K | 1K | – |
ZOETIS INC | CL A | 4M | 21K | – |