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| Duncan Williams Asset Management LLC
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| CRD # | 174809 |
| SEC # | 801-81015 |
| CIK # | 0002011771 |
| AUM | 2,694.4 M (2026-03-25) |
| Employees | 21 (71% Investors, 14% Brokers) |
| Phone | 901-435-4250 |
| Address | 5350 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.7 | ||
| Microsoft Corp | 6.4 | ||
| Amazon Com Inc | 4.9 | ||
| First Horizon National Corp | 4.9 | ||
| Autozone Inc | 4.1 | ||
| Fedex Corp | 4.1 | ||
| Alphabet Inc | 3.4 | ||
| Mastercard Inc | 3.2 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Visa Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,604 | 0.3 |
| (b) Individuals (high net worth individuals) | 397 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 140 | 1.6 |
| (h) Charitable organizations | 63 | 0.1 |
| (i) State or municipal government entities | 2 | 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 | 32 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,238 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,915 | 2.2 |
| Non-Discretionary | 323 | 0.4 |
| Total | 2,238 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,238 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011771] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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