Samuel Khalil
Wide Eye Capital · Vancouver, Washington
Samuel Khalil is a fee-only financial advisor at Wide Eye Capital in Vancouver, Washington. Samuel charges an ongoing planning fee and focuses on estate & legacy planning.
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Specialties
Facts
| Firm | Wide Eye Capital |
|---|---|
| Based in | Vancouver, Washington |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $10.9M across 57 accounts |
| SEC registration | Investment adviser representative in CA, FL, OR, TX, WA · CRD 7605790 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wideeyecapital.com |
How Samuel's firm compares
- Wide Eye Capital's average account is about $192,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Samuel
Is Samuel Khalil a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Wide Eye Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel charges an ongoing planning fee.
Where is Samuel Khalil based?
Samuel Khalil is based in Vancouver, Washington.
What does Samuel specialize in?
Samuel's specialties include estate & legacy planning.
Is Samuel Khalil registered with the SEC?
Yes. Samuel Khalil is registered as an investment adviser representative in CA, FL, OR, TX and WA (CRD 7605790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wide Eye Capital manage?
Wide Eye Capital reports $10.9M across 57 accounts in assets under management.
How do I contact Samuel Khalil?
Through Samuel's website, wideeyecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wide Eye Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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