Wfg Capital Advisors, LLC
● SEC registered since 2020CRD 310008SEC# 801-119410Mobile, AL
Reg. AUM
$354.8M
Employees
5
Accounts
358
Location
Mobile, AL
Wfg Capital Advisors, LLC assets under management
Wfg Capital Advisors, LLC is an SEC-registered investment adviser based in Mobile, AL. The firm has been registered since 2020. It reports $354.8 million in regulatory assets under management and employs 5 people.
Wfg Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Billy Ray Williams Control | Managing Partner | 50-75% | 2020 |
| Matt Andrew Williams Control | Managing Partner / Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does Wfg Capital Advisors, LLC manage?
Wfg Capital Advisors, LLC reports $354.8 million in regulatory assets under management on its Form ADV.
How many employees does Wfg Capital Advisors, LLC have?
Wfg Capital Advisors, LLC reports 5 employees.
Where is Wfg Capital Advisors, LLC located?
Wfg Capital Advisors, LLC is based in Mobile, AL and has been SEC-registered since 2020.
Does Wfg Capital Advisors, LLC disclose fund performance?
Wfg Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2616-A Dauphin Street, Mobile, AL 36606 |
| Phone | 251-473-2120 |
| Office hours | 8:30 - 4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1842096 |
| Discloses disciplinary history | No |
Regulatory AUM
$354.8M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$354.8Mregulatory AUM
Discretionary $354.8M