# Wilson Capital, LLC

> Wilson Capital, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 166557
- Filed as: WILSON CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166557
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-capital-llc-166557

## Quick answers

**How is Wilson Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wilson Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wilson Capital, LLC registered with the SEC or a state?**
Wilson Capital, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166557.

**How much does Wilson Capital, LLC manage?**
Wilson Capital, LLC reports $37,001,955 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Wilson Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (16).

**Does Wilson Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166557

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $37,001,955
- Discretionary: $37,001,955
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $16,037,128 |
| High net worth individuals | 16 | $20,964,827 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wilsoncapadvisory.com
- LinkedIn @wilson-capital-investment-advisory
- X @WILSONCAPITAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson Capital, LLC (CRD 166557): Form ADV filing data as of October 2026.