Wealthview Capital, LLC logo

Wealthview Capital, LLC

Updated today

Client assets under management

$318,967,810

Clients

191

41% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

48

Typical

Average account size

$1,669,989

About

Wealthview Capital serves individuals, businesses, trusts, foundations and qualified retirement plan sponsors, offering comprehensive wealth management, discretionary professional asset management, fiduciary consulting for retirement plans and goals-based financial planning. The firm also operates a Millennial Growth Partnership designed to provide tailored advisory services to younger clients who have not yet accumulated significant assets.

The adviser’s investment approach combines strategic and tactical asset allocation with broad diversification consistent with Modern Portfolio Theory and an Active Indexing philosophy; portfolios typically include exchange-listed securities, mutual funds, ETFs, bonds and options and are periodically rebalanced to manage risk. Wealthview emphasizes minimizing active management risk (tracking error) and may harvest gains or losses, adjust sector exposure or sell positions in response to valuation or client circumstances.

Compared with many peers, Wealthview discloses several less-common offerings: it provides a Millennial Growth Partnership and makes its goals‑based planning available to most non‑qualified clients at no additional charge, and the firm’s disclosures indicate it distributes periodicals/newsletters, conducts educational seminars or workshops, and may employ borrowing in separately managed account strategies. The ADV also notes the firm delivers quarterly performance reports to most clients and leverages institutional custody and support services from Pershing, reflecting a combination of client education and institutional infrastructure not typical for all team firms.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Demographic focus

Young Professionals

Fee options

Fixed

Fixed fees ranging from $1,500 to $25,000 for financial planning only

Percentage

Up to 1.00% annually

Project-based

$150 - $500 per hour

Subscriptions

Monthly subscription fees may be charged depending on client needs and preferences

Other

Fee-only: Fixed fees typically ranging from $1,500 to $25,000 for financial planning only; hourly rates from $150 to $500 per hour for consulting or other services

Main office location

Wealthview Capital, LLC

4500 I 55 North, Suite 263

Jackson MS 39211, United States

Number of offices

2

Most active in

Alabama · Colorado · Louisiana · Mississippi · Ohio · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyson R

Series 65

Jackson, MS

Wealthview Capital, LLC

Tyson Rutland is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding a Series 65 designation. He has been with Wealthview Capital since 2025. Prior to joining the firm, his work experience includes roles at Mississippi State University and MCR Safety. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm employs a strategic and tactical asset allocation approach grounded in Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets with a focus on broad diversification and discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Young Professionals
user avatar

Samuel T

Series 63, Series 65

Jackson, MS

Wealthview Capital, LLC

Samuel Taylor is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wealthview Capital since 2009. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm uses a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets primarily on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Young Professionals
user avatar

Jacob R

Series 63, Series 65

Jackson, MS

Wealthview Capital, LLC

Jacob Ryan is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience, with prior roles at Northwestern Mutual and Nicholas Jude Fiorito. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm employs an investment approach based on Modern Portfolio Theory and Active Indexing, focusing on strategic asset allocation, broad diversification, and discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Young Professionals
user avatar

Lawrence T

Series 65

Jackson, MS

Wealthview Capital, LLC

Lawrence Tuskey Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and five years of industry experience. Prior to joining Wealthview Capital in 2021, he worked at Pan-American Life Insurance Group and BrownGreer PLC. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm focuses on strategic and tactical asset allocation using an Active Indexing philosophy and offers comprehensive wealth management, financial planning, discretionary asset management, and fiduciary consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Young Professionals
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