Wilson David Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson David provides personalized investment advice and portfolio management primarily to individual clients rather than high‑net‑worth households. The firm offers financial planning and tax preparation alongside financial literacy education delivered through books, newsletters/blogs, and seminars/workshops, and custodial assets are held at Schwab and managed on a discretionary basis under a limited power of attorney.
The firm’s investment process combines top‑down market analysis with bottom‑up security selection, using fundamental, technical, and cyclical methods; strategies range from buy‑and‑hold for some clients to more active management for others, with an emphasis on diversification and ongoing monitoring. Clients complete a documented risk‑tolerance survey, receive periodic account reviews (monitored daily and reviewed quarterly), and may place investment restrictions or engage other professionals directly as needed.
Distinctive features include the firm’s explicit financial literacy focus and its production of periodicals/newsletters plus in‑person seminars and workshops—services that are uncommon among peer firms. The brochure also discloses that the firm’s principals engage in outside consulting and teaching during non‑trading hours and that one principal operates an affiliated subcontractor arrangement; the firm does not sell commission products, does not accept soft dollars, and clients retain proxy voting authority.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001+: 1.00%
$100 per hour for financial planning
Main office
See office227 Gateway Drive, #159
Aiken SC 29803
Advisors at this office
1
Offices (2)
Most active in
South Carolina
Also doing business as
Wilson David Advisors · Wilson David Corporation · Wilson David Investment Advisors
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Martin L
Series 65
Aiken, SC
Wilson David Investment Advisors
Martin Lunn is a Series 65-licensed advisor with Wilson David Investment Advisors in Aiken, SC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as CEO of Greenshores South Corp and Narwhal Management, LLC, managing real estate, equity, and cash assets through these entities. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection and emphasizes financial literacy through books, newsletters, and seminars.
Patrick H
Series 63, Series 65
Aiken, SC
Wilson David Investment Advisors
Patrick Hauer is a financial advisor at Wilson David Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Quasar Distributors, LLC and Horizon Investments since 2016. Outside of his advisory role, Patrick is employed full time as a financial analyst for Charter Communications in a non-investment capacity. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection, offering services that include financial planning, tax preparation, and financial literacy education through various publications and seminars.
Kathryn H
CFP®, Series 65
Aiken, SC
Wilson David Investment Advisors
Kathryn Hauer is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wilson David Investment Advisors. She has worked at Ellevest since 2023 and has provided editing services for the financial publication Benzinga since 2021. Additionally, she has been an adjunct professor of business communications at Aiken Technical College since 2012. Wilson David Investment Advisors offers personalized investment advice and portfolio management primarily to individual clients, combining top-down market analysis with bottom-up security selection. The firm emphasizes financial literacy through educational materials and seminars, managing discretionary accounts held at Schwab with a focus on diversification and ongoing monitoring.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")