# Wilson Financial Group

Wilson Financial Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wilson-financial-group-nc

## Regulatory record

- **CRD number:** 291285
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291285

## About

WILSON FINANCIAL GROUP is a state-registered investment adviser with $58 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Does Wilson Financial Group participate in fund commitments or only direct deals?

Wilson Financial Group engages in both fund commitments and direct co-investments. The firm allocates capital to select third-party funds focused on venture capital and growth equity, and also pursues direct co-investments alongside specialist GPs in mid-market companies.

### What investment stages does Wilson Financial Group typically target?

The firm targets mid-market companies in private equity and real estate, with opportunistic exposure to growth equity and venture capital through fund commitments. Its direct investment focus is on established businesses with clear exit pathways.

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Last updated: 2026-07-06T01:24:28.999Z

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