GARDEN CITY, NYCRD 133839Latest ADV March 30, 2026
Wilmington Capital Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garden City, NY. Its latest Form ADV filing, dated March 30, 2026, reports $277M in regulatory assets under management, 6 employees, 3 offices, and 258 accounts.
Assets Under Management
$277M
Employees
6
Offices
3 offices
Total Clients
177
Primary office
GARDEN CITY, NY
666 OLD COUNTRY ROAD, SUITE 505, GARDEN CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
140
2
HNWI
17.5%
31
3
Corporations
3.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of March 30, 2026
Discretionary56.0%
$155M
56% of total RAUM56.0%
Non-discretionary44.0%
$122M
44% of total RAUM44.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$277M
Total Accounts258
10Y AUM Change+$224M (+425.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.