Wilson Group Financial Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Wilson Group Financial Management reports 190 clients. They include 128 individual clients, 61 high-net-worth individuals and 1 banking or thrift institution. Of its assets, 100.0% ($125M across 190 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 23% |
| High-net-worth individuals | 32% | 64% |
| Banking or thrift institutions | <1% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $29M | 23.2% | $227K |
| High-net-worth individuals | 61 | $80.5M | 64.4% | $1.32M |
| Banking or thrift institutions | Fewer than 5 | $15.6M | 12.5% | $15.6M |
| Total | 190 | $125M | 100% | — |
- Clients
- 128
- Regulatory AUM
- $29M
- AUM share
- 23.2%
- Avg. per client
- $227K
- Clients
- 61
- Regulatory AUM
- $80.5M
- AUM share
- 64.4%
- Avg. per client
- $1.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.6M
- AUM share
- 12.5%
- Avg. per client
- $15.6M
Total
- Clients
- 190
- Regulatory AUM
- $125M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 0
Wilson Group Financial Management charges up to 2.00% a year for its Investment Management Fee. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting is billed on an hourly fee arrangement, generally $500 per hour, and is negotiable.
- Financial Planning
- Fixed fees range from $3,000 to $15,000; hourly fees will not exceed $500. Fees are negotiable and set in the financial planning agreement.
Jude Wilson owns 75% or more of Wilson Group Financial Management. The leadership team of Wilson Group Financial Management includes Chief Compliance Officer Victoria Weaver. It has 9 employees, 3 of them in advisory roles.
Leadership
- Victoria WeaverChief Compliance Officer
Jude WilsonOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Wilson Group Financial Management, LLC
Jude Wilson
Control person · since November 2025
Besides its headquarters, Wilson Group Financial Management has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 121 S. Orange Ave North Tower, Suite 1500, OrlandoHQ
- 1800 2nd St., Sarasota
Contact and registration details
- Legal name
- Wilson Group Financial Management, LLC
- Headquarters
- 121 S. Orange Ave North Tower, Suite 1500, Orlando, FL 32801
- Website
- centrusfs.com
- Phone
- 18007794592
- @-wilson-group-financial
- SEC file
- 801-135155
- Structure
- Florida LLC
- Fiscal year end
- December
Wilson Group Financial Management’s named custodians for separately managed accounts are Principal Securities ($18.5M, 99%) and Charles Schwab ($171K, 1%). Wilson Group Financial Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $171K1%
- Principal SecuritiesPrincipal Securities, Inc. · Des Moines, IA · $18.5M99%
At year end, Wilson Group Financial Management’s separately managed accounts were mostly in stocks (50%) and funds (40%).
What the accounts hold
- Stocks50%
- Funds40%
- Bonds10%
- U.S. government and agency bonds5%
- State and local bonds5%
How many clients does Wilson Group Financial Management have?
Wilson Group Financial Management has 190 clients and manages $125 million for them, as of August 2026. They include 128 individual clients, 61 high-net-worth individuals and 1 banking or thrift institution.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026
What services does Wilson Group Financial Management offer?
Wilson Group Financial Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wilson Group Financial Management charge?
Wilson Group Financial Management charges up to 2.00% a year for its Investment Management Fee. The fee is billed in advance or in arrears and is negotiable.
Source: 2A BROCHURE, filed 28 May 2026
Which custodians does Wilson Group Financial Management use?
Wilson Group Financial Management’s separately managed account assets are held at Principal Securities, Inc. (Des Moines, IA), with $18.5M and Charles Schwab & Co., Inc. (Westlake, TX), with $171K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026
How many financial advisors does Wilson Group Financial Management have?
Wilson Group Financial Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Wilson Group Financial Management invest in?
At the end of its last fiscal year, Wilson Group Financial Management’s separately managed accounts held 50% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds and 5% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wilson Group Financial Management?
Wilson Group Financial Management’s direct owner is Jude Wilson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 August 2026
How does Wilson Group Financial Management get paid?
Wilson Group Financial Management is paid through a percentage of assets under management, hourly charges 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
How do I contact Wilson Group Financial Management?
Wilson Group Financial Management’s main office is at 121 S. Orange Ave North Tower, Suite 1500, Orlando, FL 32801. Its phone number is 18007794592. Its website is centrusfs.com.