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WILLIAMS FINANCIAL GROUP
WFG CAPITAL ADVISORS, LLC
CRD 310008 · SEC 801-119410
2616-A DAUPHIN STREET, MOBILE, AL, 36606, United States
Phone
251-473-2120
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.8M
Discretionary AUM
$354.8M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 422 | $209.6M |
| High net worth individuals | 163 | $133.7M |
| Pension/profit sharing plans | 69 | $11.3M |
| Charitable organizations | 2 | $141K |
| Corporations/business entities | 2 | $10K |
States served
AL, GA, LA, MI, MS, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD