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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

JE WILSON ADVISORS, LLC

CRD 110375

COLUMBIA, SC

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:f6a7fced-a976-671a-4e66-4f86bd188323

Data as of Apr 28, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2012 to Apr 28, 2022
21 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $140MItem 5.F on the latest filing (2022-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $140M
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 236
Individual clients: 25
High net worth clients: 37
Custody, client assets: $65.4M
SEC number: 801-55086
CRD: 110375
Filings on the tape: 21
First filed: Mar 13, 2012
Latest filed: Apr 28, 2022
Organised: Limited Liability Company, South Carolina

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
WILSON, JAMES, EDMUNDS	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, AND MEMBER	E	yes	10/1997	Mar 13, 2012	Apr 28, 2022

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
2021	Feb 28, 2022	$140M	$140M	3	1	0	n/a	n/a
2020	Mar 17, 2021	$120M	$120M	3	1	0	n/a	n/a
2019	Mar 20, 2020	$118M	$118M	3	1	0	n/a	n/a
2018	Mar 25, 2019	$107M	$105M	3	1	0	n/a	n/a
2017	Mar 26, 2018	$132M	$132M	3	1	0	n/a	n/a
2016	Mar 24, 2017	$120M	$117M	3	1	n/a	n/a	n/a
2015	Mar 30, 2016	$116M	$114M	3	1	n/a	n/a	n/a
2014	Mar 31, 2015	$130M	$129M	3	2	n/a	n/a	n/a
2013	Feb 25, 2014	$117M	$117M	4	2	n/a	n/a	n/a
2012	Mar 19, 2013	$102M	$102M	5	2	n/a	n/a	n/a
2011	Mar 13, 2012	$108M	$107M	n/a	n/a	n/a	n/a	n/a

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
2021	$140M	$120M	16.4%	$107M	9.2%	3	3	0	0

Relationships

Controls (1)

← WILSON, JAMES, EDMUNDSOwnerCHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, AND MEMBER, ownership code E, individual
Mar 13, 2012 to presentfactForm ADV

Registered with (2)

← JAMES EDMUNDS WILSONAdvisorregistration: previous registration
May 20, 1993 to Feb 20, 2023factForm ADV
← KATHERINE MARIE HOLLENBECKAdvisorregistration: previous registration
Jan 29, 2010 to Feb 20, 2015factForm ADV

Dated events

Occurred
Feb 20, 2023
Advisor changed firm
James Edmunds Wilson left Je Wilson Advisors, Llc for Apollon Wealth Management, Llc (registered 2022-11-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6a7fced-a976-671a-4e66-4f86bd188323
First observed: Mar 13, 2012
Last observed: Apr 28, 2022 53 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.

JE WILSON ADVISORS, LLC

CRD 110375

COLUMBIA, SC

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:f6a7fced-a976-671a-4e66-4f86bd188323

Data as of Apr 28, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILSON, JAMES, EDMUNDS

CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, AND MEMBER

yes

10/1997

Mar 13, 2012

Apr 28, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Feb 28, 2022

$140M

n/a

2020

Mar 17, 2021

$120M

n/a

2019

Mar 20, 2020

$118M

n/a

2018

Mar 25, 2019

$107M

$105M

n/a

2017

Mar 26, 2018

$132M

n/a

2016

Mar 24, 2017

$120M

$117M

n/a

2015

Mar 30, 2016

$116M

$114M

n/a

2014

Mar 31, 2015

$130M

$129M

n/a

2013

Feb 25, 2014

$117M

n/a

2012

Mar 19, 2013

$102M

n/a

2011

Mar 13, 2012

$108M

$107M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$140M

$120M

16.4%

$107M

9.2%