# Wilson Investment Advisory Services, LLC

> Wilson Investment Advisory Services, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 133771
- Filed as: WILSON INVESTMENT ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133771
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-investment-advisory-services-llc-dallas-tx-133771

## Quick answers

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

**Where is Wilson Investment Advisory Services, LLC located?**
Wilson Investment Advisory Services, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Wilson Investment Advisory Services, LLC registered with the SEC or a state?**
Wilson Investment Advisory Services, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133771.

**How much does Wilson Investment Advisory Services, LLC manage?**
Wilson Investment Advisory Services, LLC reports $57,782,527 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (79% discretionary).

**What types of clients does Wilson Investment Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (32).

**Does Wilson Investment Advisory Services, 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/133771

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $57,782,527
- Discretionary: $45,746,147
- Non-discretionary: $12,036,380

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $15,532,159 |
| High net worth individuals | 32 | $42,250,368 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson Investment Advisory Services, LLC (CRD 133771): Form ADV filing data as of October 2026.