Wilson Bennett Capital Management Inc (Mclean)

Name: Wilson Bennett Capital Management Inc
Address: 8270 Greensboro Drive, Mclean, VA, 22102
Telephone: 703-584-6020

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.

Wilson Bennett Capital Management: assets under management

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 firm manages $33.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $689.28 thousand each.

Fees & Commissions

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.

Careers at Wilson Bennett Capital Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Wilson Fisher	President/owner	1 Jan 1994	75% - 100%	855128
James Bennett Moloney	Owner	1 Jan 1994	Other	3215306
James Bennett Moloney	Chief compliance officer	1 Jan 2004	Other	3215306
Cardinal Financial Corporation	Owner	1 Jun 2005	75% - 100%	54-1874630
Kim Liddell	Chairman	1 Jun 2005	Other	4301903
Eleanor Dee Schmidt	Chief compliance officer	1 Sep 2005	Other	5124553
Elizabeth Marie Piperbach	Chief inestment officer	1 Feb 2006	Other	1026618
James Stephen Odonnell	President	1 Sep 2006	Other	2404894
William Kuang Chao	Chief compliance officer	1 Sep 2006	Other	2998659
William Chao	Chief compliance officer	1 Sep 2006	Other	2998659
Brian Franklin Burnham	Director of operations	1 Sep 2006	Other	4186627
Roy Kim	Chief compliance officer	1 Dec 2007	Other	5254213
Mark Allen Wendel	Secretary and treasurer	1 Apr 2008	Other	1351951
Frank Kevin Reynolds	President and chairman of the board	1 Jul 2009	Other	5731814
William Thomas Mundy	Managing director	1 Dec 2009	Other	2641144
Brian Franklin Burnham	Chief compliance officer	1 Jul 2010	Other	4186627
Colleen A Kelly	Chief compliance officer	1 Nov 2010	Other	2477857
Colleen Anne Kelly	Chief compliance officer	1 Nov 2010	Other	2477857
Adam Ira Cohen	Senior portfolio manager	1 Feb 2012	Other	4518306

Based in Mclean

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.