# Wilsey Asset Management Incorporated

> Wilsey Asset Management Incorporated is an SEC-registered investment advisory firm in San Diego, CA, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 130482
- Filed as: WILSEY ASSET MANAGEMENT INCORPORATED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130482
- AdvisorCensus page: https://advisorcensus.com/firm/wilsey-asset-management-incorporated-san-diego-ca-130482

## Quick answers

**How is Wilsey Asset Management Incorporated compensated?**
On its Form ADV (Item 5.E, October 2026), Wilsey Asset Management Incorporated reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Wilsey Asset Management Incorporated charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $350 to $400 an hour (consulting fees); Subscription: $50 a month (ongoing services); Hourly rate: $250 an hour (hourly consultation). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wilsey Asset Management Incorporated located?**
Wilsey Asset Management Incorporated's principal office is in San Diego, CA, according to its Form ADV.

**Is Wilsey Asset Management Incorporated registered with the SEC or a state?**
Wilsey Asset Management Incorporated is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 130482.

**How much does Wilsey Asset Management Incorporated manage?**
Wilsey Asset Management Incorporated reports $768,472,183 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (94% discretionary).

**How have Wilsey Asset Management Incorporated's assets and staff changed since 2021?**
In the Form ADV data for Wilsey Asset Management Incorporated: Regulatory assets under management: $360,270,737 in the October 2021 data and $768,472,183 in the October 2026 data, up 113%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wilsey Asset Management Incorporated serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (688); high net worth individuals (156); pension and profit sharing plans (but not the plan participants or government pension plans) (46).

**Which custodians does Wilsey Asset Management Incorporated use?**
Wilsey Asset Management Incorporated's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wilsey Asset Management Incorporated report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130482

**Does Wilsey Asset Management Incorporated state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "WAM provides portfolio management services to individuals, pensions, profit sharing plans, trusts, estates or charitable organizations, corporations, and business entities. There is a $100,000 account minimum." "WAM generally requires a minimum portfolio size or a minimum initial investment of $100,000 to open an account but does reserve the right to waive this minimum and accept, decline, or terminate a client for any reason at WAM’s discretion."

**What changed in Wilsey Asset Management Incorporated's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> WAM provides portfolio management services to individuals, pensions, profit sharing plans, trusts, estates or charitable organizations, corporations, and business entities. There is a $100,000 account minimum.

> WAM generally requires a minimum portfolio size or a minimum initial investment of $100,000 to open an account but does reserve the right to waive this minimum and accept, decline, or terminate a client for any reason at WAM’s discretion.

- Hourly rate: $350 to $400 an hour (consulting fees)

> WAM’s consulting fees range from $350.00 to $400.00 per hour and are billed in one-hour minimum increments.

- Subscription: $50 a month (ongoing services)

> Typically, for ongoing services, a $50.00 monthly retainer is required.

- Hourly rate: $250 an hour (hourly consultation)

> The hourly consultation rate is $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $768,472,183
- Discretionary: $723,540,496
- Non-discretionary: $44,931,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 688 | $199,657,169 |
| High net worth individuals | 156 | $486,655,461 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 46 | $81,184,509 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $975,044 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 9 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, ID, MT, NC, NH, NV, NY, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [smartinvesting2000.com](https://smartinvesting2000.com)
- [wilseyassetmanagement.com](https://wilseyassetmanagement.com)
- Facebook @brent.wilsey
- Facebook @chase.wilsey
- Facebook facebook.com
- Facebook @wilseyassetmanagement
- Instagram @brentwilsey
- Instagram @chasewilsey
- LinkedIn @wilsey-asset-management
- LinkedIn @brentmwilsey
- LinkedIn @chase-wilsey-5b5887ba
- YouTube @smartinvestingrecap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $360,270,737 | 7 | March 29, 2021 |
| October 2022 | $479,650,469 | 8 | August 25, 2022 |
| October 2023 | $445,973,887 | 9 | September 19, 2023 |
| October 2024 | $511,423,656 | 8 | August 5, 2024 |
| October 2025 | $650,035,150 | 8 | April 21, 2025 |
| October 2026 | $768,472,183 | 9 | July 30, 2026 |

Regulatory assets under management: $360,270,737 in the October 2021 data and $768,472,183 in the October 2026 data, up 113%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in GA.

### April 2026
- Regulatory assets under management went from $650,035,150 to $768,472,183 (+18%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilsey Asset Management Incorporated (CRD 130482): Form ADV filing data as of October 2026.