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| Happy Holidays!! thanks for using AUM13F!! |
| Duncan Williams Asset Management LLC
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| CRD # | 174809 |
| SEC # | 801-81015 |
| CIK # | 0002011771 |
| AUM | $2.2 B (2025-03-28) |
| Employees | 24 (21% Investors, 21% Brokers) |
| Phone | 901-435-4250 |
| Address | 5350 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002011771 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.4 | ||
| Microsoft Corp | 9.8 | ||
| First Horizon National Corp | 7.6 | ||
| Amazon Com Inc | 5.3 | ||
| Autozone Inc | 4.6 | ||
| Mastercard Inc | 3.8 | ||
| VISA Inc | 3.7 | ||
| Fedex Corp | 2.7 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Alphabet Inc | 2.2 | ||
| Regions Financial Corp | 2.1 | ||
| PIMCO Dynamic Income Fund | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,390 | 0.2 |
| (b) Individuals (high net worth individuals) | 337 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 136 | 1.4 |
| (h) Charitable organizations | 69 | 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 | 27 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,962 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,662 | 2.0 |
| Non-Discretionary | 300 | 0.1 |
| Total | 1,962 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,962 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011771] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockwood Wealth Management LLC
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|
PA | 2.2 |
|
Drive Wealth Management LLC
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|
UT | 2.2 |
|
Shufro Rose & Co LLC
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NY | 2.2 |
|
Fulton Breakefield Broenniman LLC
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|
MD | 2.2 |
|
GC Wealth Management RIA LLC
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|
MA | 2.2 |
|
Foster Victor Wealth Advisors LLC
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|
SC | 2.2 |
|
Woodley Farra Manion Portfolio Management Inc
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|
IN | 2.1 |
|
Freedom Investment Management Inc
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|
CT | 2.1 |
|
Washington Crossing Advisors LLC
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|
NJ | 2.1 |
|
DDD Partners LLC
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|
WA | 2.1 |