Overview
Assets Under Management: $293 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 149
Average Client Assets: $1 million
Frequently Asked Questions
WFG CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310008), WFG CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
WFG CAPITAL ADVISORS, LLC is headquartered in MOBILE, AL.
WFG CAPITAL ADVISORS, LLC serves 149 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, WFG CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WFG CAPITAL ADVISORS, LLC manages $293 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, WFG CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.20
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 519
Discretionary Accounts: 519
Regulatory Filings
CRD Number: 310008
Filing ID: 1941092
Last Filing Date: 2025-03-07 16:03:00
Website: https://wfgplanning.com