Wealthview Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$318,967,810
Clients
191
Advisors
4
of 9 employees
About
Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors, offering comprehensive wealth management, discretionary professional asset management, goals-based financial planning, and fiduciary consulting. The firm also markets a Millennial Growth Partnership aimed at younger clients who have not yet accumulated significant assets but seek an ongoing advisory relationship.
The firm’s investment approach combines strategic and tactical asset allocation grounded in Modern Portfolio Theory and an Active Indexing philosophy, typically using exchange-listed securities, ETFs, mutual funds, debt securities and options with periodic rebalancing to manage risk. Wealthview manages the majority of client assets on a discretionary basis (approximately $316.9M as of 12/31/2025) and delivers internet-accessible, goals-based financial plans and quarterly performance reports to most clients.
Compared with many peers, Wealthview distributes periodicals or newsletters and offers educational seminars or workshops, and it has services targeted specifically to younger investors through its Millennial Growth Partnership. The firm also uses multiple institutional custodians (Pershing and Charles Schwab) and engages in practices that some peers do not commonly use, such as allowing borrowing within separately managed accounts.
Client services
Expertise
Demographic focus
Fee options
Fixed fees typically ranging from $1,500 to $25,000 for financial planning
Up to 1.00% annually based on assets under management
Hourly rates ranging from $150 to $500 per hour for consulting and other services
Monthly subscription fee may be charged depending on client needs and preferences
Fee-only: Fixed fees ranging from $1,500 to $25,000 for financial planning only; hourly rates ranging from $150 to $500 per hour for consulting or other services not related to asset management
Main office
4500 I 55 North, Suite 263
Jackson MS 39211
Advisors at this office
4
Most active in
Alabama · Colorado · Louisiana · Mississippi · Ohio · Tennessee · Texas
Also doing business as
Taylor Capital Management · Taylor Capital Management, LLC · Wealthview Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Steven R
Series 65
Jackson, MS
Wealthview Capital, LLC
Steven Randolph Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealthview Capital, he spent ten years at C Spine. Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors with services including wealth management, discretionary asset management, financial planning, and fiduciary consulting. The firm employs a strategic and tactical asset allocation approach grounded in Modern Portfolio Theory and Active Indexing, managing most client assets on a discretionary basis and offering specialized services such as the Millennial Growth Partnership for younger investors.
Tyson R
Series 65
Jackson, MS
Wealthview Capital, LLC
Tyson Rutland is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding a Series 65 credential. He has one year of industry experience, having joined Wealthview Capital in 2025. Prior to his advisory role, he spent time at Mississippi State University and MCR Safety in various capacities. Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors, providing comprehensive wealth management, discretionary asset management, financial planning, and fiduciary consulting. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, catering to a broad client base including younger investors through its Millennial Growth Partnership.
Samuel T
Series 63, Series 65
Jackson, MS
Wealthview Capital, LLC
Samuel Taylor is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wealthview Capital since 2009. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm uses a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets primarily on a discretionary basis.
Lawrence T
Series 65
Jackson, MS
Wealthview Capital, LLC
Lawrence Tuskey Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and five years of industry experience. Prior to joining Wealthview Capital in 2021, he worked at Pan-American Life Insurance Group and BrownGreer PLC. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm focuses on strategic and tactical asset allocation using an Active Indexing philosophy and offers comprehensive wealth management, financial planning, discretionary asset management, and fiduciary consulting.
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