# Wilson David Investment Advisors

> Wilson David Investment Advisors is a state-registered investment advisory firm in Aiken, SC, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 172841
- Filed as: WILSON DAVID INVESTMENT ADVISORS
- Legal name: Wilson David Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aiken, SC
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172841
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-david-investment-advisors-aiken-sc-172841

## Quick answers

**How is Wilson David Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Wilson David Investment Advisors 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.

**Where is Wilson David Investment Advisors located?**
Wilson David Investment Advisors' principal office is in Aiken, SC, according to its Form ADV.

**Is Wilson David Investment Advisors registered with the SEC or a state?**
Wilson David Investment Advisors is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172841.

**How much does Wilson David Investment Advisors manage?**
Wilson David Investment Advisors reports $6,905,963 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**What types of clients does Wilson David Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Wilson David Investment Advisors 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/172841

## 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: $6,905,963
- Discretionary: $6,905,963
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $6,905,963 |

### 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: 2014 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wilsondavid.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson David Investment Advisors (CRD 172841): Form ADV filing data as of October 2026.