WFG CAPITAL ADVISORS, LLC
Legal name: WILLIAMS FINANCIAL GROUP
CRD #310008 SEC #801-119410 MOBILE, AL 251-473-2120
SEC Registered
Total AUM
$292.7M
Discretionary
$292.7M
Employees
5
Clients
0
Accounts
519
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $292.7M | $292.7M | $0 | 5 | 0 |
| Mar 2024 | $277.8M | $270.1M | $7.6M | 5 | 0 |
| Mar 2023 | $252.2M | $247.9M | $4.3M | 5 | 0 |
| Mar 2023 | $252.2M | $247.9M | $4.3M | 5 | 0 |
| Feb 2022 | $255.1M | $249.7M | $5.5M | 5 | 0 |
| Apr 2021 | $196.3M | $187.4M | $8.9M | 5 | 0 |
| Feb 2021 | $196.3M | $187.4M | $8.9M | 5 | 0 |
| Jan 2021 | $181.1M | $177M | $4.1M | 5 | 0 |
| Nov 2020 | $181.1M | $177M | $4.1M | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 5 | 0 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$292.7M
Discretionary$292.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$277.8M
Discretionary$270.1M
Non-Disc.$7.6M
Employees5
Clients0
DateMar 2023
Total AUM$252.2M
Discretionary$247.9M
Non-Disc.$4.3M
Employees5
Clients0
DateMar 2023
Total AUM$252.2M
Discretionary$247.9M
Non-Disc.$4.3M
Employees5
Clients0
DateFeb 2022
Total AUM$255.1M
Discretionary$249.7M
Non-Disc.$5.5M
Employees5
Clients0
DateApr 2021
Total AUM$196.3M
Discretionary$187.4M
Non-Disc.$8.9M
Employees5
Clients0
DateFeb 2021
Total AUM$196.3M
Discretionary$187.4M
Non-Disc.$8.9M
Employees5
Clients0
DateJan 2021
Total AUM$181.1M
Discretionary$177M
Non-Disc.$4.1M
Employees5
Clients0
DateNov 2020
Total AUM$181.1M
Discretionary$177M
Non-Disc.$4.1M
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0