Unclaimed Profile

Benjamin Lee Wilson

HUNTER PERKINS CAPITAL MANAGEMENT, LLC·LOMBARD, Illinois

SIE, Series 7, Series 24, Series 27, Series 55, Series 63, Series 65ChFCClean record12 years registeredHUNTER PERKINS CAPITAL MANAGEMENT, LLC

377 E. BUTTERFIELD ROAD, LOMBARD, IL 60148CRD# 4205400Firm CRD# 309050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Lee Wilson · LOMBARD, IL

Registration

CRD #4205400 · HUNTER PERKINS CAPITAL MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

HUNTER CAPITAL MANAGEMENT

Jun 2020 – present

PWMCO, LLC

Jun 2014 – Jun 2020

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 55

Series 63

Series 65

Registration record

First registered · June 23, 2014

Years registered · 12

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUNTER PERKINS CAPITAL MANAGEMENT, LLC

CRD 309050 · SEC 801-118729

AUM

$890M

Regulatory assets under management

Employees

374 client accounts

Services offered by HUNTER PERKINS CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at HUNTER PERKINS CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Lee Wilson offer?

Benjamin Lee Wilson specializes in Investment Management, Retirement Planning. Contact their office in LOMBARD, Illinois for a consultation.

What are Benjamin Lee Wilson's credentials?

Benjamin Lee Wilson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Benjamin Lee Wilson located?

Benjamin Lee Wilson is based in LOMBARD, Illinois, working with HUNTER PERKINS CAPITAL MANAGEMENT, LLC. Their office serves clients in the LOMBARD metropolitan area and surrounding communities.

How does Benjamin Lee Wilson charge for services?

Benjamin Lee Wilson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUNTER PERKINS CAPITAL MANAGEMENT, LLC?

HUNTER PERKINS CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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