Willow Street Advisors, LLC (Naples)

Willow Street Advisors, LLC is a large advisory firm based in Naples. It manages $267.95 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Ohio.

Willow Street Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Willow Street Advisors: assets under management

The assets under management (AUM) of Willow Street Advisors, LLC is $267.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 626% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $267.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Willow Street Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Willow Street Advisors, LLC

Richard Howard Stevens has served as the Chief Investment Officer since 1 Aug 2008. Christopher P Bray joined the executive team most recently as the Managing Director/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher P Bray	Managing director/chief compliance officer	1 Aug 2008	25% - 50%	5581078
David B Keams	Managing director	1 Aug 2008	25% - 50%	5581079
Richard Howard Stevens	Chief investment officer	1 Aug 2008	25% - 50%	1574740
Christopher Paul Bray	Member/managing director/chief compliance officer	1 Aug 2008	50% - 75%	5581078
David Benjamin Kearns	Member/managing director	1 Aug 2008	50% - 75%	5581079

Based in Naples

The principal office where Willow Street Advisors, LLC performs its advisory services is located at 9132 Strada Place, 2 Nd Floor, Naples, FL 34108, which is also the mailing address of the firm. An additional office of the firm is in Cuyahoga Falls, OH. It doesn’t run an office outside of the United States.