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Wilmington Capital Securities, LLC

● SEC registered since 2015CRD 133839SEC# 801-101483Garden City, NY
Export (members)
Reg. AUM
$277.1M
Employees
6
Accounts
258
Location
Garden City, NY

Wilmington Capital Securities, LLC assets under management

Wilmington Capital Securities, LLC is a registered investment adviser overseen by the SEC based in Garden City, NY. The firm has been registered since 2015. It reports $277.1 million in regulatory assets under management and employs 6 people.

Wilmington Capital Securities, LLC owners & executives

9 reported
NameTitleOwnershipSince
Dennis Peter LeeChief Compliance Officer And Aml Compliance Officer Of Broker Dealer And Investment Advisor, Registered Options PrincipalUnder 5%2018
Greg Todd VittorFinop, Principal Financial Officer & Principal Operations OfficerUnder 5%2025
John Mikes ControlPresident Of Broker Dealer, General Securities Principal, Elected Manager,osj SupervisorUnder 5%2007
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Frequently asked questions

How much does Wilmington Capital Securities, LLC manage?

Wilmington Capital Securities, LLC reports $277.1 million in regulatory assets under management on its Form ADV.

How many employees does Wilmington Capital Securities, LLC have?

Wilmington Capital Securities, LLC reports 6 employees.

Where is Wilmington Capital Securities, LLC located?

Wilmington Capital Securities, LLC is based in Garden City, NY and has been SEC-registered since 2015.

Does Wilmington Capital Securities, LLC disclose fund performance?

Wilmington Capital Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address666 Old Country Road, Suite 505, Garden City, NY 11530
Phone516-750-6200
Fax516-750-6245
Office hours9:00a.m.-4:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$277.1M▲ 14%
Feb '25 — $243MMar '25 — $258.3MApr '25 — $258.3MMay '25 — $258.3MJun '25 — $258.3MJul '25 — $258.3MAug '25 — $258.3MSep '25 — $258.3MOct '25 — $258.3MNov '25 — $258.3MDec '25 — $258.3MJan '26 — $258.3MFeb '26 — $258.3MMar '26 — $277.1MApr '26 — $277.1MMay '26 — $277.1MJun '26 — $277.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$277.1Mregulatory AUM
Discretionary $155.2MNon-discretionary $121.9M