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| Keyboard |
| JF Williams Co Inc
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|---|---|
| CRD # | 113569 |
| SEC # | 801-96243 |
| CIK # | |
| AUM | 286.5 M (2026-03-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 303-753-4506 |
| Address | 1120 Lincoln Street Denver, CO 80203 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 59.6 |
| (b) Individuals (high net worth individuals) | 50 | 222.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.0 |
| (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 | 1 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 499 | 286.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 499 | 286.5 |
| Total | 499 | 286.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.5 | |
| Total | 499 | 286.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valtrion Capital Management LLC
✚
|
TN | 287.3 M |
|
Shaker Financial Services LLC
✚
|
MD | 286.3 M |
|
Schulhoff & Co Inc
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OH | 286.3 M |
|
RPC Private Wealth LLC
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IL | 286.3 M |
|
Financial Forum Inc
✚
|
WA | 285.8 M |
|
New England Research & Management Inc
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|
IL | 285.2 M |
|
Ayrshire Capital Management LLC
✚
|
CT | 285.1 M |
|
Pandora Wealth Inc
✚
|
IL | 285.0 M |
|
Physician Family Financial Advisors Inc
✚
|
OR | 284.9 M |
|
Kane Company Wealth Management Inc
✚
|
IA | 284.7 M |