WILSON DAVID INVESTMENT ADVISORS

WILSON DAVID CORPORATION

CRD 172841

Visit website

227 GATEWAY DRIVE, STE. 159, AIKEN, SC, 29803, United States

Phone

8035076300

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$6.9M

Discretionary AUM

$6.9M

Team

2 total employees; 1 advisory reps; 14 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsTAX PREPARATION, FINANCIAL LITERACY EDUCATION THROUGH BOOKS/PUBLICATIONS/NEWSLETTERS/BLOGS, SEMINARS/WORKSHOPS

Client types

Type	Clients	AUM
Individuals	14	$6.9M

All web addresses on file

HTTP://WWW.WILSONDAVID.COM

Official SEC filing: View on IAPD