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| Keyboard |
| William Madison Advisors Inc
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|---|---|
| CRD # | 294782 |
| SEC # | 801-113313 |
| CIK # | |
| AUM | 497.7 M (2026-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 325-673-6171 |
| Address | 6452 Central Park Blvd Abilene, TX 79606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 142.0 |
| (b) Individuals (high net worth individuals) | 137 | 341.2 |
| (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 | 4 | 10.3 |
| (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 | 7 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,658 | 497.7 |
| By Discretionary | ||
| Discretionary | 1,658 | 497.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,658 | 497.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.7 | |
| Total | 1,658 | 497.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Act Advisors LLC
✚
|
NC | 498.9 M |
|
Kahn Brothers Advisors LLC
✚
|
NY | 498.6 M |
|
Jackson Financial Services LLC
✚
|
SC | 498.1 M |
|
Pitzl Financial LLC
✚
|
MN | 498.0 M |
|
Socorro Asset Management LP
✚
|
TX | 497.9 M |
|
Peavine Capital LLC
✚
|
496.3 M | |
|
Alexander Investment Services Co
✚
|
KY | 496.3 M |
|
Rench Wealth Management Inc
✚
|
TX | 495.9 M |
|
Monarch Capital Management Inc
✚
|
IN | 495.7 M |
|
Klosters Capital LLC
✚
|
FL | 495.6 M |