WILLS FINANCIAL GROUP, INC.
Legal name: WILLS FINANCIAL GROUP
CRD #109554 SEC #801-56590 RICHMOND, VA 804-330-3100
SEC Registered
Total AUM
$304.4M
Discretionary
$304.4M
Employees
6
Clients
51
Accounts
683
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $333.3M | $333.3M | $0 | 5 | 0 |
| Dec 2023 | $304.4M | $304.4M | $0 | 6 | 0 |
| Feb 2023 | $304.4M | $304.4M | $0 | 6 | 0 |
| Feb 2023 | $304.4M | $304.4M | $0 | 6 | 0 |
| Nov 2022 | $345.2M | $345.2M | $0 | 5 | 0 |
| Oct 2022 | $345.2M | $345.2M | $0 | 5 | 0 |
| Mar 2022 | $345.2M | $345.2M | $0 | 5 | 0 |
| Mar 2022 | $345.2M | $345.2M | $0 | 5 | 0 |
| Feb 2021 | $284.1M | $284.1M | $0 | 7 | 0 |
| Feb 2021 | $284.1M | $284.1M | $0 | 7 | 0 |
| Jun 2020 | $253M | $253M | $0 | 7 | 0 |
| Mar 2020 | $253M | $253M | $0 | 7 | 0 |
| Mar 2019 | $206.4M | $206.4M | $0 | 7 | 2 |
| Mar 2018 | $208.7M | $208.7M | $0 | 7 | 0 |
| Dec 2017 | $194.9M | $194.9M | $0 | 8 | 0 |
| Mar 2017 | $194.9M | $194.9M | $0 | 8 | 200 |
| Mar 2016 | $175.7M | $175.7M | $0 | 7 | 200 |
| Mar 2015 | $175.2M | $175.2M | $0 | 7 | 200 |
| Mar 2014 | $151.8M | $151.8M | $0 | 7 | 300 |
| Oct 2013 | $138.3M | $138.3M | $0 | 7 | 200 |
| Mar 2013 | $138.3M | $138.3M | $0 | 5 | 200 |
| Jun 2012 | $121.9M | $121.9M | $0 | 6 | 200 |
| Mar 2012 | $121.9M | $121.9M | $0 | 6 | 200 |
| Mar 2012 | $121.9M | $121.9M | $0 | 6 | 200 |
| Mar 2011 | $105.5M | $105.5M | $0 | 10 | -- |
| Mar 2009 | $77M | $77M | $0 | 51 | -- |
| Mar 2008 | $85.5M | $85.5M | $0 | 10 | -- |
| Mar 2007 | $73M | $73M | $0 | 10 | -- |
| Mar 2007 | $73M | $73M | $0 | 10 | -- |
| Mar 2006 | $55M | $55M | $0 | 10 | -- |
| Dec 2005 | $49M | $45.9M | $3.2M | 5 | -- |
| Sep 2005 | $49M | $45.9M | $3.2M | 5 | -- |
| May 2002 | $44.6M | $40M | $4.6M | 5 | -- |
| Jul 2001 | $43.7M | $32.2M | $11.6M | 5 | -- |
DateMar 2024
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$345.2M
Discretionary$345.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$345.2M
Discretionary$345.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$345.2M
Discretionary$345.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$345.2M
Discretionary$345.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees7
Clients2
DateMar 2018
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees7
Clients300
DateOct 2013
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees5
Clients200
DateJun 2012
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$49M
Discretionary$45.9M
Non-Disc.$3.2M
Employees5
Clients--
DateSep 2005
Total AUM$49M
Discretionary$45.9M
Non-Disc.$3.2M
Employees5
Clients--
DateMay 2002
Total AUM$44.6M
Discretionary$40M
Non-Disc.$4.6M
Employees5
Clients--
DateJul 2001
Total AUM$43.7M
Discretionary$32.2M
Non-Disc.$11.6M
Employees5
Clients--