Wealthview Capital, LLC

Overview

Wealthview Capital, LLC is an SEC registered investment adviser based in Jackson, MS, registered since 2014. It reports $319M in assets under management across 545 accounts, with 9 employees. It has 4 investment adviser representatives.

Reported AUM

$319M

Discretionary

99%

Accounts

545

Average account

$586K

Employees

9

Advisory reps

4

Registered since

2014

Jurisdictions

7

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Samuel James Taylor Managing Member CRD 1232458
• Lawrence Michael Tuskey Jr Chief Compliance Officer CRD 8097902
• Laura Melanie Taylor Member, Treasurer CRD 4927610

Advisory reps 3 of 4

• Steven Calvin Randolph Jr. Investment Adviser Rep CRD 8248842
• Tyson Grant Rutland Investment Adviser Rep CRD 8218409
• Samuel James Taylor Investment Adviser Rep CRD 1232458

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

4500 I 55 N Ste 263
Jackson, MS 39211

County

Hinds

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: wealthviewcapital.com

Every state, with registration dates

Similar firms near Jackson

• Ballew Advisors IncJackson, MS$1.3B AUM
• Trinity Capital InvestorsJackson, MS$458M AUM
• Resolute Wealth Strategies, LLCJackson, MS$388M AUM
• Mcallister Capital ManagementJackson, MS$306M AUM
• Optimum Financial Services, LLCJackson, MS$3M AUM