| Name | Title | Ownership | Since |
|---|---|---|---|
| Grace Rachel Choi Control | Chief Compliance Officer | Under 5% | 2024 |
| Janet Howard Wills Control | President | Under 5% | 2024 |
| Wills Financial Group Control | Managing Member | Over 75% | 2024 |
Wills Financial Group, LLC reports $362.1 million in regulatory assets under management on its Form ADV.
Wills Financial Group, LLC reports 5 employees.
Wills Financial Group, LLC is based in Richmond, VA and has been SEC-registered since 2025.
Wills Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 704 Libbie Avenue, Richmond, VA 23226 |
| Phone | 804-330-3100 |
| Fax | 804-330-3107 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $362.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $362.1M |