Johnathan
Wilhelm
Forager Capital Management, LLC
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About this Advisor
Johnathan Wilhelm is a financial advisor based out of Mountain Brook, Alabama who has 6 years of relevant experience. Wilhelm is on the advisory team at Forager Capital Management, LLC. Their career trajectory has included roles at Maynard Cooper & Gale, Bradley Arant Boult Cummings, Forager Capital Management and University Of Alabama. Wilhelm maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Alabama. Forager Capital Management, LLC is an advisory business that has its headquarters in Birmingham, AL. It manages $312 million in assets across its three customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Forager Capital Management, LLC offers a set of services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Forager Capital Management, LLC can include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forager Capital Management, LLC Brokerage Details
$311,826,604
3
3
$103,942,201
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Johnathan Wilhelm Work History
Johnathan has been registered as a financial advisor for 6 years.*
Forager Capital Management
Maynard Cooper & Gale
Maynard Cooper & Gale
Bradley Arant Boult Cummings
University Of Alabama
Maynard Cooper & Gale
Bradley Arant Boult Cummings
University Of Alabama
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Johnathan Wilhelm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forager Capital Management, LLC
Mountain Brk, AL
Mountain Brook, AL
Mountain Brook, AL
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