Wilson, Kemp & Associates, Inc. (Birmingham)


Wilson, Kemp & Associates, Inc. is a large advisory firm based in Birmingham. It manages $144.59 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.

Wilson, Kemp & Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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, Kemp & Associates: assets under management

The assets under management (AUM) of Wilson, Kemp & Associates, Inc. is $144.59 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 $144.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilson, Kemp & Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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, Kemp & Associates, Inc.

Robert Dale Kemp has been acting as President since 1 Oct 1968. Dennis Anthony Johnson joined the executive team most recently as the Chairman / Director And Chief Investment Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert Dale Kemp Director/president 1 Oct 1968 Other 4344776
Thomas Alfred Wilson Director/chairman 1 Oct 1968 Other 4344778
Frank Couzens Director 1 May 1988 Other 4344779
Edgar Mark Gregory Director 1 May 1988 Other 4344780
Mark Edward Vanfaussien Assistant vice president 1 Oct 1989 Other 1708930
George Charles Eshelman Director/executive vice president 1 Nov 1992 Other 2536060
David Bradford Stephens Director 1 Nov 1993 Other 4344781
Donald Alfred Lindow Vice president 1 Jan 1998 Other 4344777
Inc. Comerica Investment Services Shareholder 1 Apr 2000 75% - 100% 38-3136891
Joseph Albert Moran Director 1 Mar 2005 Other 4939300
John Andrew Capuano Vice president 1 Feb 2009 Other 2366892
Mark Edward Vanfaussien Director / president & chief executive officer 1 Mar 2009 Other 1708930
Donald Alfred Lindow Chief compliance officer / secretary / treasurer / vice president 1 Mar 2009 Other 4344777
Joseph Albert Moran Director / assistant secretary 1 Mar 2009 Other 4939300
Robert Anthony Sajdak Director 1 Mar 2009 Other 4847211
Curtis Chatman Farmer Director 1 Mar 2009 Other 1300239
Sajid M. Siddiqi Director 1 Mar 2009 Other 4535702
David Keith Skolnik Director 1 Sep 2009 Other 1515100
Lisa Ann Walker Chief operating officer & chief compliance officer 1 May 2010 Other 2279913
Dennis Anthony Johnson Director / vice chairman 1 Dec 2011 Other 1721280
Marc L Scheuer Director 1 Dec 2011 Other 2562372
Dennis Anthony Johnson Chairman / director and chief investment officer 1 Dec 2012 Other 1721280
Lawrence Joseph Granata Chief compliance officer and bsa/aml compliance officer 1 Dec 2012 Other 1088599

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Comerica Incorporated Shareholder 1 Jun 1992 75% - 100% 38-1998421
Comerica Bank Shareholder 1 Apr 2000 75% - 100% 38-0477375

Based in Birmingham

The principal office where Wilson, Kemp & Associates, Inc. performs its advisory services is located at 255 East Brown Street, Birmingham, MI 48009 6220, 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 248-594-4100 or by fax 248-594-4135. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.