Wills Financial Group, LLC
● SEC registered since 2025CRD 334431SEC# 801-131900Richmond, VA
Reg. AUM
$385.7M
Employees
5
Accounts
753
Location
Richmond, VA
Wills Financial Group, LLC assets under management
Wills Financial Group, LLC is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2025. It reports $385.7 million in regulatory assets under management and employs 5 people.
Wills Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grace Rachel Choi Control | Chief Compliance Officer | Under 5% | 2024 |
| Janet Howard Wills Control | President | Under 5% | 2024 |
| Wills Financial Group Control | Managing Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Wills Financial Group, LLC manage?
Wills Financial Group, LLC reports $385.7 million in regulatory assets under management on its Form ADV.
How many employees does Wills Financial Group, LLC have?
Wills Financial Group, LLC reports 5 employees.
Where is Wills Financial Group, LLC located?
Wills Financial Group, LLC is based in Richmond, VA and has been SEC-registered since 2025.
Does Wills Financial Group, LLC disclose fund performance?
Wills Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 704 Libbie Avenue, Richmond, VA 23226 |
| Phone | 804-330-3100 |
| Fax | 804-330-3107 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$385.7M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$385.7Mregulatory AUM
Discretionary $385.7M