Wilson Capital, LLC

Overview

Wilson Capital, LLC operates as an independent registered investment adviser serving individuals and families, with a small business advisory component. The firm’s mandate centers on equity-focused portfolio management and financial planning, delivered under a mix of percentage-of-AUM and hourly fee arrangements. Its stated advisory activities emphasize discretionary portfolio management and financial planning for individual and small business clients rather than institutional consulting or pension work. Investment behavior points to a clear preference for publicly traded equities and exchange-traded vehicles as core building blocks. The firm is not positioned as an ESG-driven manager and is not described as a multistate or affiliated adviser. Wilson Capital uses third-party managers for select alternative exposures and retains flexibility to mix mutual funds and SMAs within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices