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Donna Sims Wilson

KAH CAPITAL MANAGEMENT, LLC·MCLEAN, Virginia
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1750 TYSONS BOULEVARD, MCLEAN, VA 22102CRD# 1673659Firm CRD# 298287
01

About

Donna Sims Wilson is a registered financial advisor based in MCLEAN, Virginia, affiliated with KAH CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KAH CAPITAL MANAGEMENT, LLC
KAH CAPITAL MANAGEMENT, LLC
AUM
$317M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at KAH CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1673659
Firm CRD# 298287
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Sims Wilson offer?
Donna Sims Wilson specializes in Retirement Planning. Contact their office in MCLEAN, Virginia for a consultation.
What are Donna Sims Wilson's credentials?
Donna Sims Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Sims Wilson located?
Donna Sims Wilson is based in MCLEAN, Virginia, working with KAH CAPITAL MANAGEMENT, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Donna Sims Wilson charge for services?
Donna Sims 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 KAH CAPITAL MANAGEMENT, LLC?
KAH CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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