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Wfg Capital Advisors, LLC

● SEC registered since 2020CRD 310008SEC# 801-119410Mobile, AL
Export (members)
Reg. AUM
$292.7M
Employees
5
Accounts
519
Location
Mobile, AL

Wfg Capital Advisors, LLC assets under management

Wfg Capital Advisors, LLC is an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 2020. It reports $292.7 million in regulatory assets under management and employs 5 people.
www.wfgplanning.comView on SEC.gov ↗

Wfg Capital Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Billy Ray Williams ControlManaging Partner50-75%2020
Matt Andrew Williams ControlManaging Partner / Chief Compliance Officer50-75%2020

Frequently asked questions

How much does Wfg Capital Advisors, LLC manage?

Wfg Capital Advisors, LLC reports $292.7 million in regulatory assets under management on its Form ADV.

How many employees does Wfg Capital Advisors, LLC have?

Wfg Capital Advisors, LLC reports 5 employees.

Where is Wfg Capital Advisors, LLC located?

Wfg Capital Advisors, LLC is based in Mobile, AL and has been SEC-registered since 2020.

Does Wfg Capital Advisors, LLC disclose fund performance?

Wfg Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2616-A Dauphin Street, Mobile, AL 36606
Phone251-473-2120
Office hours8:30 - 4:30
SEC regionAtlanta Regional Office (ARO)
CIK1842096
Discloses disciplinary historyNo

Assets under management

Discretionary$292.7M
Non-discretionary$0
Total (RAUM)$292.7M