Richmond, VA Libbie Avenue Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wills Financial Group, LLC
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Firm-wide stats for Wills Financial Group, LLC
About
Wills Financial Group provides customized portfolio management and, when requested, standalone financial planning and consulting to individuals, families, retirement plans, trusts, estates and foundations. The SEC-registered adviser manages roughly $385.7 million on a discretionary basis and typically operates under written limited powers of attorney to implement client strategies.
The firm’s investment team uses fundamental analysis and regular investment-team reviews to build balanced portfolios that emphasize both capital appreciation and income, generally employing individual equities, bonds, mutual funds and ETFs. WFG generally avoids using margin for investment purposes, treats cash as an asset class, and may, in limited cases, offer private placement opportunities to qualified clients.
Structurally, WFG succeeded to the registration of Wills Financial Group, Inc. and is principally owned by that corporate entity, an affiliation that is less common among similar team firms. The firm also provides consolidated reporting for assets not managed by WFG via a third‑party service (ByAllAccounts), discloses a limited co‑ownership of rental property with a client, and states it does not accept compensation for recommending other investment advisers.
Based on Wills Financial Group, LLC
Location
704 Libbie Avenue
Richmond VA 23226
Advisors at this office
1
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