Wilson Bennett Capital Management Inc (Mclean)


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.