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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- MatrixInsight peak
- Established Date
- 02-01-2023
- Office Locations
- 2
Office Locations
About Blalock Williams, LLC
Blalock Williams, LLC is an Alabama-based RIA providing personalized financial planning and wealth management, including tax planning, insurance, retirement planning, and estate/wealth-transfer guidance. Their investment philosophy emphasizes long-term, goal-, cost-, and tax-aware portfolios—avoiding market timing and treating stocks as business ownership—while relying on high-quality managers to navigate short-term uncertainty. Custody includes Charles Schwab and Pershing.
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Owner & Executives
John Butler Blalock IV
Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5038926
- Ownership
- 50% but less than 75%
Devereaux Lee Williams Jr
Chief Investment Officer, Co-founder, Financial Advisor
- CRD
- #6847309
- Ownership
- 50% but less than 75%
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Focus crest
- CRD
- #52441
- Ownership
- 18.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,943,195 | $327,088 |
| Non-Discretionary | $12,694,791 | $604,514 |
| Total | $242,637,986 | $335,135 |
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Separately Managed Accounts
Total SMA Asset: $242,637,986
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $314,300,192 | 19.9% |
| U.S. Government/Agency | $251,124,274 | 15.9% |
| Municipal Bonds | $277,974,039 | 17.6% |
| Public Funds | $184,789,560 | 11.7% |
| Cash | $199,004,142 | 12.6% |
| Corporate - Investment Grade | $183,210,162 | 11.6% |
| Private Funds | $168,995,581 | 10.7% |
| Total | $1,579,397,950 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT RIDGE | ATLAS OAK | 15ZDDX7VY | PEYI | 7.11% | $41,529,912 |
| SIGNAL CREST INSIGHT | FUSION PRIME | BRGFGVFE6 | TFJPW | 8.12% | $26,945,933 |
| HARBOR ZENITH OAK | PATHWAY WAVE | CPON7RLUX | HSDFU | 6.85% | $40,314,522 |
| FOUNDATION DELTA | VECTOR ALPHA | YJ043LBYT | BAQBB | 6.70% | $88,398,624 |
| EAGLE OPTIMA FRONTIER | EAGLE VALUE | JVWXSWNUQ | UBOEP | 5.16% | $109,860,692 |
| VERTEX RADIAL VECTOR | HORIZON ZENITH | OWIBDK6RA | XVKU | 8.05% | $84,831,968 |
| CAPITAL QUANTUM | MOMENTUM FRONTIER | 7MXGCK1CN | LMC | 6.63% | $71,883,107 |
| INSIGHT FOUNDATION | EMBER MERIDIAN | MKFDM9H6F | KHY | 7.12% | $85,565,399 |