Wilson Bennett Capital Management Inc is an adviser based in Mclean. It manages $33.09 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
Wilson Bennett Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilson Bennett Capital Management Inc is $33.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wilson Bennett Capital Management Inc for their services and products based on a percentage of assets under management. 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.
Wilson Bennett Capital Management Inc is owned by James Bennett Moloney. John Wilson Fisher has been acting as President since 1 Jan 1994. Adam Ira Cohen joined the executive team most recently as the Senior Portfolio Manager.
The principal office where Wilson Bennett Capital Management Inc performs its advisory services is located at 8270 Greensboro Drive, Mclean, VA 22102, 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 703-584-6020 or by fax 703-883-3814. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.wilsonbennett.net.