RIA Intel›Advisers›South Carolina›WILSON DAVID CORPORATION

WILSON DAVID CORPORATION

Advisory

AIKEN, SC

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$384K

across 18 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

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

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ENVEST ADVISORS, LLC

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$7M

SWEETGRASS FINANCIAL PLANNING, LLC

$8M

H I MANAGEMENT SERVICES INC.

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