SourcingSourcing

WILSQUARE CAPITAL LLC

B54
CRD 296504·SEC 801-118763·ST. LOUIS, MO
AUM
$171.2M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$514K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILSQUARE CAPITAL LLC
CRD
296504
SEC file #
801-118763
EIN
814934203
DBA names
—

Economics

AUM
$171.2M
AUM band
$100M-$500M
AUM trajectory
'21'26
$261.1M → $171.2M▼ -34%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
10
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'21'26
8 advisors → 10 advisors▲ +25%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
wilsquare.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLHITE, WILLIAM, LEE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WILLHITE, WILLIAM, LEE
WILMSEN, JAMES, GREGORY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WILSQUARE.COM
Rdap Domain Creation Date
2015-03-19T22:44:13Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001697126
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-02-06
Edgar Last Filing Date
2017-02-06
Edgar Form D Count
1
Edgar Form D Offerings
2017-02-062017-02-06 · 0001393725-17-000013

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O WILSQUARE CAPITAL LLCTHREE CITYPLACE DRIVE, SUITE 1090ST. LOUIS, MO 63141
Business
C/O WILSQUARE CAPITAL LLCTHREE CITYPLACE DRIVE, SUITE 1090ST. LOUIS, MO 63141
Edgar EIN
814934203
Edgar Recent Filings
D2017-02-06 · 0001393725-17-000013
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T22:44:13Z
Rdap Domain Last Changed
2022-09-18T07:09:59Z
Rdap Nameservers
Ns-1082.awsdns-07.orgNs-1916.awsdns-47.co.ukNs-781.awsdns-33.netNs-98.awsdns-12.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6940526
Trust Company Affiliate
No

People (3)

3
WILLHITE, WILLIAM, LEE
Direct Owner · 62.5%
6940526
WILMSEN, JAMES, GREGORY
Direct Owner · 37.5%
6940527
KRISTOF-CHAPMAN, KATHY, ANN
Executive Officer · 2.5%
7220709