Wilmington Capital Securities, LLC

Overview

Wilmington Capital Securities, LLC operates as an independent broker-dealer and insurance broker that serves individual and family clients alongside institutional relationships. The firm’s advisory capability centers on financial planning and portfolio management for individuals and small businesses, delivered under a mix of percentage-of-AUM and fixed-fee arrangements. Investment activity shows a clear tilt toward publicly traded equities as the primary exposure, while insurance solutions and third‑party alternatives are used to supplement core portfolios. The firm is not an active ESG investor. Wilmington Capital’s business model combines brokerage distribution with advisory services, which supports both discretionary portfolio management and a sizeable non‑discretionary client base. That dual role supports a product set that includes exchange‑traded equities, mutual funds, corporate debt and access to external hedge fund managers, plus insurance‑based solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices