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| Williamson Legacy Group LLC
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| CRD # | 318629 |
| SEC # | 801-123281 |
| CIK # | 0002011965 |
| AUM | 183.1 M (2026-03-11) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 317-447-3212 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011965 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Lumentum Holdings Inc | 7.9 | |
| Ciena Corp | 6.6 | |
| Sandisk Corp | 6.0 | |
| Western Digital Corp | 5.4 | |
| Seagate Technology PLC | 4.6 | |
| Five Below Inc | 3.4 | |
| GE Vernova Inc | 3.4 | |
| Mastec Inc | 3.3 | |
| Nextracker Inc | 3.1 | |
| Alcoa Inc | 2.9 | |
| Coach Inc | 2.8 | |
| Bloom Energy Corp | 2.6 | |
| TechnipFMC PLC | 2.5 | |
| Babcock & Wilcox Co | 2.3 | |
| Micron Technology Inc | 2.3 | |
| Corning Inc /NY | 2.2 | |
| Solaredge Technologies Inc | 2.2 | |
| Nvidia Corp | 2.1 | |
| Lilly Eli & Co | 2.0 | |
| Teradyne Inc | 1.9 | |
| Lam Research Corp | 1.9 | |
| United Technologies Corp /DE/ | 1.9 | |
| Iamgold Corp | 1.8 | |
| Caseys General Stores Inc | 1.8 | |
| II-VI Inc | 1.7 | |
| Albemarle Corp | 1.7 | |
| Fastly Inc | 1.7 | |
| Alamos Gold Inc | 1.7 | |
| Fortress Transportation & Infrastructure Investors LLC | 1.7 | |
| Agnico Eagle Mines Ltd | 1.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 73.4 |
| (b) Individuals (high net worth individuals) | 52 | 106.8 |
| (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 | 3 | 0.2 |
| (h) Charitable organizations | 2 | 2.8 |
| (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 | 835 | 183.1 |
| By Discretionary | ||
| Discretionary | 835 | 183.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 835 | 183.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.1 | |
| Total | 835 | 183.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011965] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brazos Wealth Advisors LLC
✚
|
TX | 183.7 M |
|
Magnolia Wealth Management LLC
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|
AL | 183.3 M |
|
Elevate Capital Advisors Inc
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CO | 183.3 M |
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JM Arbour LLC
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ME | 183.2 M |
|
Nardis Advisors LLC
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183.0 M | |
|
George M Hiller Companies LLC
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|
GA | 183.0 M |
|
Altamont Wealth Management Inc
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|
CA | 182.9 M |
|
Genter Advisors LLC
✚
|
CA | 182.8 M |
|
Marathon Strategic Advisors LLC
✚
|
PA | 182.7 M |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 182.7 M |