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| Keyboard |
| Williams & Associates Inc
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|---|---|
| CRD # | 338196 |
| SEC # | 801-135121 |
| CIK # | |
| AUM | 661.1 M (2026-05-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-740-0220 |
| Address | 8850 Columbia 100 Parkway Columbia, MD 21045 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 433 | 661.1 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,608 | 661.1 |
| By Discretionary | ||
| Discretionary | 1,586 | 654.3 |
| Non-Discretionary | 22 | 6.7 |
| Total | 1,608 | 661.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 661.1 | |
| Total | 1,608 | 661.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ironwood Financial LLC
✚
|
AZ | 662.5 M |
|
Three Arch Wealth Management LLC
✚
|
CA | 662.4 M |
|
Harrell Investment Partners LLC
✚
|
TX | 662.4 M |
|
Westshore Wealth LLC
✚
|
CA | 662.4 M |
|
Kesler Norman & Wride LLC
✚
|
UT | 661.4 M |
|
Banorte Asset Management Inc
✚
|
TX | 661.2 M |
|
Riverwater Partners LLC
✚
|
WI | 660.9 M |
|
Holderness Investments Co
✚
|
NC | 660.7 M |
|
St James Investment Company LLC
✚
|
TX | 660.6 M |
|
Betterwealth LLC
✚
|
CA | 659.9 M |