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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTHVIEW CAPITAL, LLC

CRD 149476

JACKSON, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8622140c-641b-ab4e-7060-5257c2fc4f37

Data as of Jun 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Feb 9, 2012 to Jun 9, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $319MItem 5.F on the latest filing (2026-06-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $317M
Private client RAUM: $319MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $79.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 545
Individual clients: 113
High net worth clients: 78
SEC number: 801-79342
CRD: 149476
Filings on the tape: 31
First filed: Feb 9, 2012
Latest filed: Jun 9, 2026
Organised: Limited Liability Company, MS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAMUEL JAMES TAYLOR	n/a	JACKSON, MS	14	42	3	no
Lawrence Michael Tuskey	n/a	JACKSON, MS \| New Orleans, LA	1	16	n/a	no
Tyson Grant Rutland	n/a	JACKSON, MS	0	10	n/a	no
Steven Calvin Randolph	n/a	JACKSON, MS	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TAYLOR, SAMUEL, JAMES	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	01/2005	Feb 9, 2012	Feb 23, 2024
TAYLOR, LAURA, MELANIE	MEMBER/TREASURER	B	no	07/2007	Feb 9, 2012	Feb 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW ORLEANS	La	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$319M	$317M	9	4	1	n/a	n/a
2024	Mar 27, 2025	$287M	$282M	6	2	1	n/a	n/a
2023	Feb 23, 2024	$270M	$266M	6	2	1	n/a	n/a
2022	Mar 22, 2023	$251M	$246M	7	2	1	n/a	n/a
2021	Feb 28, 2022	$264M	$253M	7	2	1	n/a	n/a
2020	Mar 10, 2021	$254M	$248M	7	3	0	n/a	n/a
2019	Mar 19, 2020	$209M	$202M	7	3	0	n/a	n/a
2018	Jan 18, 2019	$171M	$169M	7	3	0	n/a	n/a
2017	Mar 21, 2018	$163M	$161M	4	3	0	n/a	n/a
2016	Mar 1, 2017	$138M	$136M	4	1	n/a	n/a	n/a
2015	Mar 7, 2016	$120M	$120M	4	1	n/a	n/a	n/a
2014	Mar 26, 2015	$130M	$130M	4	3	n/a	n/a	n/a
2011	Feb 9, 2012	$81.9M	$71.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$319M	$287M	11.4%	$251M	8.4%	9	6	1	1

Relationships

Registered with (10)

← Steven Calvin RandolphAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Tyson Grant RutlandAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Lawrence Michael TuskeyAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← SAMUEL JAMES TAYLORAdvisorregistration: current employment
May 17, 2012 to presentfactForm ADV
← Jacob Tyler RyanAdvisorregistration: previous registration
Feb 5, 2026 to May 4, 2026factForm ADV
← BRANDON BERGERONAdvisorregistration: previous registration
Aug 28, 2023 to Jan 27, 2025factForm ADV
← Lea Anderson GarrottAdvisorregistration: previous registration
Mar 19, 2018 to Apr 5, 2023factForm ADV
← KELLY LEE ADAMSAdvisorregistration: previous registration
May 1, 2009 to Mar 30, 2016factForm ADV
← JAMES RUSSELL MORRISONAdvisorregistration: previous registration
Oct 10, 2013 to Mar 25, 2015factForm ADV
← KARL WILLIAM HARROPAdvisorregistration: previous registration
May 1, 2009 to Jan 20, 2012factForm ADV

Controls (1)

← TAYLOR, SAMUEL, JAMESOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 9, 2012 to Feb 23, 2024factForm ADV

Owns (1)

← TAYLOR, LAURA, MELANIEOwnerMEMBER/TREASURER, ownership code B, individual
Feb 9, 2012 to Feb 23, 2024factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
Jacob Tyler Ryan left Wealthview Capital, Llc for Envision Financial Planning, Llc (registered 2026-07-06)
Form ADVobserved 5 days ago
Occurred
Jan 27, 2025
Advisor changed firm
Brandon Bergeron left Wealthview Capital, Llc for Cookson Peirce Wealth Management (registered 2025-02-12)
Form ADVobserved 5 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Lea Anderson Garrott left Wealthview Capital, Llc for Securities America Advisors, Inc. (registered 2023-03-07)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2014
First Form ADV filing
Wealthview Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8622140c-641b-ab4e-7060-5257c2fc4f37
First observed: Feb 9, 2012
Last observed: Jun 9, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTHVIEW CAPITAL, LLC

CRD 149476

JACKSON, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8622140c-641b-ab4e-7060-5257c2fc4f37

Data as of Jun 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL JAMES TAYLOR

n/a

JACKSON, MS

Lawrence Michael Tuskey

n/a

JACKSON, MS | New Orleans, LA

n/a

Tyson Grant Rutland

n/a

JACKSON, MS

n/a

Steven Calvin Randolph

n/a

JACKSON, MS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TAYLOR, SAMUEL, JAMES

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2005

Feb 9, 2012

Feb 23, 2024

TAYLOR, LAURA, MELANIE

MEMBER/TREASURER

07/2007

Feb 9, 2012

Feb 23, 2024

City

State

Country

Employees

Also broker-dealer

NEW ORLEANS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$319M

$317M

n/a

2024

Mar 27, 2025

$287M

$282M

n/a

2023

Feb 23, 2024

$270M

$266M

n/a

2022

Mar 22, 2023

$251M

$246M

n/a

2021

Feb 28, 2022

$264M

$253M

n/a

2020

Mar 10, 2021

$254M

$248M

n/a

2019

Mar 19, 2020

$209M

$202M

n/a

2018

Jan 18, 2019

$171M

$169M

n/a

2017

Mar 21, 2018

$163M

$161M

n/a

2016

Mar 1, 2017

$138M

$136M

n/a

2015

Mar 7, 2016

$120M

n/a

2014

Mar 26, 2015

$130M

n/a

2011

Feb 9, 2012

$81.9M

$71.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$319M

$287M

11.4%

$251M

8.4%