WILMINGTON CAPITAL SECURITIES, LLC
CRD #133839 SEC #801-101483 GARDEN CITY, NY 516-750-6200
SEC Registered Broker-Dealer Disclosures
Total AUM
$258.3M
Discretionary
$149M
Employees
6
Clients
1
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $258.3M | $149M | $109.2M | 6 | 192 |
| Sep 2025 | $258.3M | $149M | $109.2M | 6 | 192 |
| Mar 2025 | $258.3M | $149M | $109.2M | 6 | 192 |
| Feb 2025 | $243M | $147.9M | $95.1M | 6 | 225 |
| Jun 2024 | $243M | $147.9M | $95.1M | 6 | 225 |
| Mar 2024 | $243M | $147.9M | $95.1M | 6 | 225 |
| Jun 2023 | $222.7M | $146M | $76.7M | 6 | 180 |
| Mar 2023 | $222.7M | $146M | $76.7M | 6 | 180 |
| Oct 2022 | $236.8M | $156.6M | $80.2M | 6 | 165 |
| Mar 2022 | $236.8M | $156.6M | $80.2M | 6 | 165 |
| Mar 2021 | $226.3M | $158.2M | $68.1M | 7 | 155 |
| Aug 2020 | $202.8M | $183.4M | $19.5M | 8 | 122 |
| Jun 2020 | $202.8M | $183.4M | $19.5M | 8 | 122 |
| May 2020 | $202.8M | $183.4M | $19.5M | 8 | 122 |
| Apr 2020 | $202.8M | $183.4M | $19.5M | 8 | 122 |
| Nov 2019 | $196.6M | $196.6M | $0 | 8 | 122 |
| Jun 2019 | $196.6M | $196.6M | $0 | 8 | 122 |
| May 2019 | $43.6M | $43.6M | $0 | 7 | 122 |
| Mar 2019 | $43.6M | $43.6M | $0 | 7 | 122 |
| Jun 2018 | $37.7M | $37.7M | $0 | 9 | 152 |
| May 2018 | $37.7M | $37.7M | $0 | 9 | 152 |
| Mar 2018 | $37.7M | $37.7M | $0 | 9 | 152 |
| Feb 2018 | $34.7M | $34.7M | $0 | 9 | 164 |
| Jan 2018 | $34.7M | $34.7M | $0 | 9 | 164 |
| Sep 2017 | $52.7M | $52.7M | $0 | 9 | 26 |
| Mar 2017 | $52.7M | $52.7M | $0 | 9 | 26 |
| Nov 2016 | $47.1M | $47.1M | $0 | 9 | 26 |
| Mar 2016 | $47.1M | $47.1M | $0 | 9 | 26 |
| Oct 2015 | $41.6M | $41.6M | $0 | 8 | 180 |
| Jul 2015 | $41.6M | $41.6M | $0 | 8 | 180 |
DateNov 2025
Total AUM$258.3M
Discretionary$149M
Non-Disc.$109.2M
Employees6
Clients192
DateSep 2025
Total AUM$258.3M
Discretionary$149M
Non-Disc.$109.2M
Employees6
Clients192
DateMar 2025
Total AUM$258.3M
Discretionary$149M
Non-Disc.$109.2M
Employees6
Clients192
DateFeb 2025
Total AUM$243M
Discretionary$147.9M
Non-Disc.$95.1M
Employees6
Clients225
DateJun 2024
Total AUM$243M
Discretionary$147.9M
Non-Disc.$95.1M
Employees6
Clients225
DateMar 2024
Total AUM$243M
Discretionary$147.9M
Non-Disc.$95.1M
Employees6
Clients225
DateJun 2023
Total AUM$222.7M
Discretionary$146M
Non-Disc.$76.7M
Employees6
Clients180
DateMar 2023
Total AUM$222.7M
Discretionary$146M
Non-Disc.$76.7M
Employees6
Clients180
DateOct 2022
Total AUM$236.8M
Discretionary$156.6M
Non-Disc.$80.2M
Employees6
Clients165
DateMar 2022
Total AUM$236.8M
Discretionary$156.6M
Non-Disc.$80.2M
Employees6
Clients165
DateMar 2021
Total AUM$226.3M
Discretionary$158.2M
Non-Disc.$68.1M
Employees7
Clients155
DateAug 2020
Total AUM$202.8M
Discretionary$183.4M
Non-Disc.$19.5M
Employees8
Clients122
DateJun 2020
Total AUM$202.8M
Discretionary$183.4M
Non-Disc.$19.5M
Employees8
Clients122
DateMay 2020
Total AUM$202.8M
Discretionary$183.4M
Non-Disc.$19.5M
Employees8
Clients122
DateApr 2020
Total AUM$202.8M
Discretionary$183.4M
Non-Disc.$19.5M
Employees8
Clients122
DateNov 2019
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees8
Clients122
DateJun 2019
Total AUM$196.6M
Discretionary$196.6M
Non-Disc.$0
Employees8
Clients122
DateMay 2019
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees7
Clients122
DateMar 2019
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees7
Clients122
DateJun 2018
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees9
Clients152
DateMay 2018
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees9
Clients152
DateMar 2018
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees9
Clients152
DateFeb 2018
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees9
Clients164
DateJan 2018
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees9
Clients164
DateSep 2017
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees9
Clients26
DateMar 2017
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees9
Clients26
DateNov 2016
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees9
Clients26
DateMar 2016
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees9
Clients26
DateOct 2015
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees8
Clients180
DateJul 2015
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees8
Clients180