# Wilson Financial Group, LLC

> Wilson Financial Group, LLC is a state-registered investment advisory firm in Suwanee, GA, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 152097
- Filed as: WILSON FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152097
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-financial-group-llc-suwanee-ga-152097

## Quick answers

**How is Wilson Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wilson Financial Group, 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.

**Where is Wilson Financial Group, LLC located?**
Wilson Financial Group, LLC's principal office is in Suwanee, GA, according to its Form ADV.

**Is Wilson Financial Group, LLC registered with the SEC or a state?**
Wilson Financial Group, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 152097.

**How much does Wilson Financial Group, LLC manage?**
Wilson Financial Group, LLC reports $49,824,147 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (65% discretionary).

**What types of clients does Wilson Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (19); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Wilson Financial Group, 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/152097

## 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: $49,824,147
- Discretionary: $32,422,788
- Non-discretionary: $17,401,359

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $7,338,141 |
| High net worth individuals | 20 | $39,172,504 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,274,531 |
| Corporations or other businesses not listed above | 1 | $38,971 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Instagram @WILSONFINANCIALGROUP
- LinkedIn @wilson-financial-group
- LinkedIn @jeffreyewilson

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson Financial Group, LLC (CRD 152097): Form ADV filing data as of October 2026.