RIA Intel›Advisers›Massachusetts›WILSON CAPITAL, LLC

WILSON CAPITAL, LLC

Advisory

MA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in MA
#1,225
of 1,590 advisers by AUM
Average account
$243K
across 152 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
56
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients56
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

SIERRA FINANCIAL MANAGEMENT CORPORATION
WELLESLEY, MA
$37M
+21.3% 1Y
TETRA CAPITAL MANAGEMENT, LLC
BOSTON, MA
$37M
+12.3% 1Y
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
ARLINGTON, MA
$37M
DISCIPLINED ALPHA LLC
BOSTON, MA
$37M
+17.3% 1Y
HOYT, KENNETH, BRUCE
$37M
INVESTMENT ADVISOR ASSOCIATES, INC.
$37M

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