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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, BILLY, RAY | I | MANAGING PARTNER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, MATT, ANDREW | I | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (8)
AL FL GA LA MI MS NC TX
Address
2616-A DAUPHIN STREETMOBILE, AL 36606
United States
Phone: 251-473-2120