Wilson Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,001,955
Clients
56
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
HighAverage account size
$660,749
About
Wilson Capital provides fee-based investment advisory and financial planning to individuals, trusts, and small-business profit sharing plans. The firm offers discretionary portfolio management and tailors advice to client objectives, including accommodating client-imposed investment restrictions.
The firm’s investment approach emphasizes a tactical allocation strategy informed by fundamental analysis, using equities, mutual funds, government securities and cash positions to manage risk and pursue performance. Portfolios are typically managed for longer-term holdings but may include shorter-term trades, specific stock selections for sector or dividend exposure, and the use of cash as a hedging tool when deemed appropriate.
What is distinctive is the firm’s willingness to serve profit-sharing plans, working with plan trustees to manage participant portfolios under an investment policy statement and invoicing the trustee on aggregate plan assets—an arrangement that is uncommon among independent advisers of this size. The firm operates with discretionary authority, recommends a preferred custodian for execution, does not accept custody except for authorized fee deduction, and leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
$200 per hour
Main office location
Wilson Capital, LLC
Swampscott MA, United States
Number of offices
1
Most active in
Wilson Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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