Je Wilson Advisors, LLC (Columbia)

Name: Je Wilson Advisors, LLC
Address: 2431 Devine Street, Columbia, SC, 29205
Telephone: 803-799-9203

Je Wilson Advisors, LLC is a large advisory firm based in Columbia. It manages $107.34 million of regulatory assets for 272 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of South Carolina and Texas.

Je Wilson Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Je Wilson Advisors: assets under management

The assets under management (AUM) of Je Wilson Advisors, LLC is $107.34 million. The firm's AUM has grown by 51% since the beginning of its operation, and $621.59 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $105.27 million in discretionary accounts and $2.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $453.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.78 thousand.

Je Wilson Advisors has custody of $34.65 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 88% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 11% of the firm’s portfolio. Investments in exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Je Wilson Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Je Wilson Advisors serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Je Wilson Advisors is high net worth individuals with 35 clients and $85.6 million of assets under management. Among the 11 most similar advisory firms, Je Wilson Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $107.34 million for 116 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.

Je Wilson Advisors doesn't advise any private funds.

Careers at Je Wilson Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edmunds Wilson	Chief compliance officer, chief executive officer, and member	1 Oct 1997	75% - 100%	710315
Inc. J.E. Wilson Advisors	Member	1 Oct 1997	Other	57-0880380
Cathy Beducian Wilson	Vice president	1 Jan 2003	Other	4621705

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Edmunds Wilson	Shareholder	1 Nov 1988	75% - 100%	710315

Based in Columbia

The principal office where Je Wilson Advisors, LLC performs its advisory services is located at 2431 Devine Street, Columbia, SC 29205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-799-9203 or by fax 803-254-4474. The normal business hours are 8:00 a.m. to 4:30p.m. on Other. You can find more information about the New York firm at jewilson.com.