# Wilson Investment Advisory Services

Wilson Investment Advisory Services is an Asset Manager based in Dallas, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** wilsoninvestment.com

## Regulatory record

- **CRD number:** 133771
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133771

## About

WILSON INVESTMENT ADVISORY SERVICES, LLC is a state-registered investment adviser in DALLAS, TX. The firm manages $58 million in assets, $46 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Robert F. Wilson — President and Chief Investment Officer

## Questions

### Who runs investment decisions at Wilson Investment Advisory Services?

Robert F. Wilson serves as President and Chief Investment Officer and has led the firm since its founding in 1983. The firm operates with a lean advisory team; major allocation and property-acquisition decisions flow through Wilson and senior advisors who present recommendations to each institutional client's board.

### How does Wilson Investment Advisory Services structure its client capital?

The firm structures all mandates through customized separate accounts for each institutional client, avoiding commingled funds. This allows public pension plans and Taft-Hartley funds direct visibility into every property, loan, and fund commitment in their portfolio, with individual governance over acquisition and disposition decisions.

### Does Wilson Investment Advisory Services invest only in real estate?

No. While direct real estate equity and private real estate debt are the core of the firm's mandate, Wilson also allocates client capital to hedge fund strategies where they complement the tangible-asset focus. The precise mix varies by separate-account guidelines established with each institutional client.

### Which geographic markets does Wilson Investment Advisory Services target?

The firm concentrates on the Mid-Atlantic and Southeastern United States, with a particular emphasis on suburban Maryland, Northern Virginia, and Washington, D.C.-area commercial properties. This regional focus reflects decades of relationship-building with local developers and loan originators.

## Related profiles

- [WINCHESTER CAPITAL SERVICES](https://altss.com/profile/winchester-capital-services-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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