Wealthview Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Wealthview Capital reports 193 clients. They include 113 individual clients, 78 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 99.2% ($317M across 544 accounts) are managed with discretion; $2.53M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 12% |
| High-net-worth individuals | 40% | 88% |
| Pension and profit-sharing plans | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $38M | 11.9% | $336K |
| High-net-worth individuals | 78 | $281M | 88.0% | $3.6M |
| Pension and profit-sharing plans | 2 | $506K | 0.2% | $253K |
| Total | 193 | $319M | 100% | $1.66M |
- Clients
- 113
- Regulatory AUM
- $38M
- AUM share
- 11.9%
- Avg. per client
- $336K
- Clients
- 78
- Regulatory AUM
- $281M
- AUM share
- 88.0%
- Avg. per client
- $3.6M
- Clients
- 2
- Regulatory AUM
- $506K
- AUM share
- 0.2%
- Avg. per client
- $253K
Total
- Clients
- 193
- Regulatory AUM
- $319M
- AUM share
- 100%
- Avg. per client
- $1.66M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Wealthview Capital charges up to 1.00% a year for its Comprehensive Wealth Management. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial-planning-only engagements carry a fixed fee of $1,500 to $25,000, or an hourly rate of $150 to $500.
Samuel Taylor owns 75% or more of Wealthview Capital. The leadership team of Wealthview Capital includes Chief Compliance Officer Lawrence Tuskey. It has 9 employees, 4 of them in advisory roles.
Leadership
- Lawrence TuskeyChief Compliance Officer
- Samuel TaylorManaging Member
- Laura TaylorMember/Treasurer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Steven Calvin Randolph Jr.
- Tyson Grant Rutland
- Samuel James Taylor
- Lawrence Michael Tuskey Jr.
Staff
- 9 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Wealthview Capital, LLC
Samuel Taylor
Control person · since January 2005
- Owns 10% to 25% of Wealthview Capital, LLC
Laura Taylor
since July 2007
Wealthview Capital’s regulatory assets grew from $254M (March 2021) to $319M (June 2026); clients rose from 180 to 193 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $319M | 193 | 9 | 2 |
| March 2025 | $287M | 190 | 6 | 2 |
| February 2024 | $270M | 195 | 6 | 2 |
| March 2023 | $251M | 195 | 7 | 2 |
| February 2022 | $264M | 184 | 7 | 2 |
| March 2021 | $254M | 180 | 7 | 1 |
Besides its headquarters, Wealthview Capital has 1 office, with 2 listed addresses in Louisiana and Mississippi.
Louisiana · 1 listed address
- 365 Canal Street, New Orleans
Mississippi · 1 listed address
- 4500 I-55 North, Suite 263, JacksonHQ
Contact and registration details
- Legal name
- Wealthview Capital, LLC
- Headquarters
- 4500 I-55 North, Suite 263, Jackson, MS 39211
- Website
- wealthviewcapital.com
- Phone
- 601-981-4040
- SEC file
- 801-79342
- Founded
- 2009
- Structure
- Mississippi LLC
- Fiscal year end
- December
Wealthview Capital uses Pershing ($291M) as custodian for its separately managed accounts. Wealthview Capital does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $291M100%
At year end, Wealthview Capital’s separately managed accounts were mostly in funds (57%) and bonds (34%).
What the accounts hold
- Stocks5%
- Funds57%
- Bonds34%
- Investment grade corporate bonds29%
- U.S. government and agency bonds3%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash4%
How many clients does Wealthview Capital have?
Wealthview Capital has 193 clients and manages $319 million for them, as of June 2026. They include 113 individual clients, 78 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does Wealthview Capital offer?
Wealthview Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealthview Capital charge?
Wealthview Capital charges up to 1.00% a year for its Comprehensive Wealth Management. The fee is billed in arrears.
Source: WEALTHVIEW CAPITAL, LLC ADV PART 2A FIRM BROCHURE, filed 9 June 2026
Which custodians does Wealthview Capital use?
Wealthview Capital’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $291M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does Wealthview Capital have?
Wealthview Capital has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthview Capital invest in?
At the end of its last fiscal year, Wealthview Capital’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 29% investment grade corporate bonds, 5% exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthview Capital?
Wealthview Capital’s direct owners are Samuel Taylor (75% or more) and Laura Taylor (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does Wealthview Capital get paid?
Wealthview Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealthview Capital registered with the SEC?
Yes, Wealthview Capital has been registered with the SEC as an investment adviser since 2 April 2014. Its CRD number is 149476 and its SEC file number is 801-79342.
Source: Form ADV Part 1A, Item 1, filed 9 June 2026; IAPD firm record
How do I contact Wealthview Capital?
Wealthview Capital’s main office is at 4500 I-55 North, Suite 263, Jackson, MS 39211. Its phone number is 601-981-4040. Its website is wealthviewcapital.com.