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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WILSON BENNETT CAPITAL MANAGEMENT INC

CRD 107092

MCLEAN, VA

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Search this name across graphsid dfx:ria:f7daeaff-cc76-9d63-f7cf-9015c84aaafc

Data as of Jun 25, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2011 to Jun 25, 2012
4 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: $33.1MItem 5.F on the latest filing (2012-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $33.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 48
SEC number: 801-40215
CRD: 107092
Filings on the tape: 4
First filed: Dec 23, 2011
Latest filed: Jun 25, 2012
Organised: Corporation, Virginia

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
BURNHAM, BRIAN, FRANKLIN	DIRECTOR OF OPERATIONS	Na	yes	09/2006	Dec 23, 2011	Jun 25, 2012
CARDINAL FINANCIAL CORPORATION	Owner	E	yes	06/2005	Dec 23, 2011	Jun 25, 2012
COHEN, ADAM, IRA	SENIOR PORTFOLIO MANAGER	Na	yes	02/2012	Mar 30, 2012	Jun 25, 2012
KELLY, COLLEEN, ANNE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2010	Dec 23, 2011	Jun 25, 2012
MUNDY, WILLIAM, THOMAS	MANAGING DIRECTOR	Na	yes	12/2009	Mar 30, 2012	Jun 25, 2012
REYNOLDS, FRANK, KEVIN	PRESIDENT AND CHAIRMAN OF THE BOARD	Na	yes	07/2009	Dec 23, 2011	Jun 25, 2012
WENDEL, MARK, ALLEN	SECRETARY AND TREASURER	Na	yes	04/2008	Dec 23, 2011	Jun 25, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CARDINAL BANK	n/a	n/a	n/a	Y	yes	n/a
CARDINAL WEALTH SERVICES	n/a	n/a	n/a	N	yes	n/a

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
2011	Mar 30, 2012	$33.1M	$33.1M	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
2011	$33.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (7)

← WENDEL, MARK, ALLENOwnerSECRETARY AND TREASURER, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← KELLY, COLLEEN, ANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← MUNDY, WILLIAM, THOMASOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BURNHAM, BRIAN, FRANKLINOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← COHEN, ADAM, IRAOwnerSENIOR PORTFOLIO MANAGER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← REYNOLDS, FRANK, KEVINOwnerPRESIDENT AND CHAIRMAN OF THE BOARD, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← CARDINAL FINANCIAL CORPORATIONOwnerOWNER, ownership code E, domestic entity
Dec 23, 2011 to presentfactForm ADV

Registered with (2)

← ALINA SOHNGAdvisorregistration: previous registration
Sep 19, 2012 to Jan 4, 2013factForm ADV
← ADAM IRA COHENAdvisorregistration: previous registration
Mar 15, 2012 to Dec 18, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7daeaff-cc76-9d63-f7cf-9015c84aaafc
First observed: Dec 23, 2011
Last observed: Jun 25, 2012 173 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.

WILSON BENNETT CAPITAL MANAGEMENT INC

CRD 107092

MCLEAN, VA

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:f7daeaff-cc76-9d63-f7cf-9015c84aaafc

Data as of Jun 25, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:51 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURNHAM, BRIAN, FRANKLIN

DIRECTOR OF OPERATIONS

yes

09/2006

Dec 23, 2011

Jun 25, 2012

CARDINAL FINANCIAL CORPORATION

Owner

yes

06/2005

Dec 23, 2011

Jun 25, 2012

COHEN, ADAM, IRA

SENIOR PORTFOLIO MANAGER

yes

02/2012

Mar 30, 2012

Jun 25, 2012

KELLY, COLLEEN, ANNE

CHIEF COMPLIANCE OFFICER

yes

11/2010

Dec 23, 2011

Jun 25, 2012

MUNDY, WILLIAM, THOMAS

MANAGING DIRECTOR

yes

12/2009

Mar 30, 2012

Jun 25, 2012

REYNOLDS, FRANK, KEVIN

PRESIDENT AND CHAIRMAN OF THE BOARD

yes

07/2009

Dec 23, 2011

Jun 25, 2012

WENDEL, MARK, ALLEN

SECRETARY AND TREASURER

yes

04/2008

Dec 23, 2011

Jun 25, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CARDINAL BANK

n/a

yes

n/a

CARDINAL WEALTH SERVICES

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$33.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$33.1M

n/a