WILLS FINANCIAL GROUP Overview

Wills Financial Group Inc. is an investment advisor that manages 175.2 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 113MM in positions, representing 65% of the manager's regulatory AUM.

WILLS FINANCIAL GROUP StockAlpha

-1.6%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILLS FINANCIAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 5.87% Energy 1.8% -0.25% 0 29%
BRK.B 5.71% Financials 14% -0.26% 0 28%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WILLS FINANCIAL GROUP Founders and Key Employees

Name Title In Position Since
Janet H. Wills President January-1999
Richard B. Wills Vice President & Chief Compliance Officer March-2001
Denise S. Dance Secretary-Treasurer January-2001

WILLS FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

WILLS FINANCIAL GROUP Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies and Risk of
Loss


Wills Financial Group’s utilizes individual equities, bonds, mutual funds and exchange traded funds (ETF’s) to invest its client’s portfolio. With an understanding of clients’ investment objectives, financial status and goals, investment horizon, risk tolerance, liquidity needs, and general tax considerations, we determine appropriate investment allocations. Portfolios are reviewed on an on-going basis. When we determine that a change in the asset allocation model is warranted due to changes in the economic environment, perceived risks or a client’s individual situation, we will make changes to the percentage of assets that are allocated to each asset class.

While we believe that our investment strategy focuses on capital preservation which minimizes downside risk, there is always the possibility that financial markets or individual companies whose securities w...
Get the Full Report

WILLS FINANCIAL GROUP Portfolio Concentration

WILLS FINANCIAL GROUP Location

704 LIBBIE AVENUE
RICHMOND, Virginia
UNITED STATES, 23226-2622

WILLS FINANCIAL GROUP Contact Information

Phone Number: 804-330-3100
Fax Number: 804-330-3107
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B