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Wilson Donald John (Cary)


Wilson Donald John is a mid-sized advisory firm based in Cary. It manages $30.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.




Wilson Donald John provides portfolio management for businesses and institutional clients, pension consulting services, and gic services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as stable value portfolio manager.

Wilson Donald John: assets under management

The assets under management (AUM) of Wilson Donald John is $30.5 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.66 million in discretionary accounts and $18.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.66 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $18.84 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wilson Donald John 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.

Based in Cary

The principal office where Wilson Donald John performs its advisory services is located at 582 Cary Woods Circle, Cary, IL 60013, 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 847-516-3699 or by fax 847-516-2653. The normal business hours are 8:00 am - 4:30pm on Monday - Friday.


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