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WILLING CAPITAL MANAGEMENT LIMITED

HONG KONG, Hong Kong · CRD 310353 · IAPD ↗ · +852 39791800

$806.3MRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2026 — WILLING CAPITAL MANAGEMENT LIMITED reported RAUM up 40% ($576.9M -> $806.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2026 — WILLING CAPITAL MANAGEMENT LIMITED now reports custody of client assets ($806.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
18
April 2024 — WILLING CAPITAL MANAGEMENT LIMITED reported RAUM down 32% ($1.12B -> $766.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — WILLING CAPITAL MANAGEMENT LIMITED grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.