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⚲
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| Blalock Williams LLC
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|
|---|---|
| CRD # | 325465 |
| SEC # | 801-129757 |
| CIK # | 0002092331 |
| AUM | $242.6 M (2026-03-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 256-444-6256 |
| Address | 3065 Hwy 63 S Alexander City, AL 35010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 9.4 | ||
| Alphabet Inc | 3.6 | ||
| Nvidia Corp | 2.9 | ||
| Facebook Inc | 2.9 | ||
| Apple Inc | 2.8 | ||
| Arista Networks Inc | 2.1 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Schwab Charles Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 47.3 |
| (b) Individuals (high net worth individuals) | 48 | 139.1 |
| (c) Banking or thrift institutions | 0 | 16.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 15.4 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 23.3 |
| (n) Other | 0 | 0.0 |
| Total | 724 | 242.6 |
| By Discretionary | ||
| Discretionary | 703 | 229.9 |
| Non-Discretionary | 21 | 12.7 |
| Total | 724 | 242.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.6 | |
| Total | 724 | 242.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002092331] |
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|---|---|---|
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Pursue Wealth Partners LLC
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0.2 | |
|
EXIT Wealth Advisors LLC
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GA | 0.2 |
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Zephyr Investment Management Inc
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CA | 0.2 |
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Matthias Private Wealth LLC
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Waypoint Wealth Management LLC
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Position Wealth LLC
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TX | 0.2 |
|
Vanderbilt Avenue Asset Management LLC
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NY | 0.2 |
|
1620 Investment Advisors Inc
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MA | 0.2 |