CRD: 147253
Constellation Wealth Advisors
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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2008
- Office Locations
- 2
Office Locations
About Constellation Wealth Advisors
Constellation Wealth Advisors is a Cincinnati-based wealth management firm serving retail and institutional clients with planning and legacy-focused advice. Portfolios are implemented primarily with ETFs and mutual funds, with fixed income and alternative exposures (including hedge funds/private placements) as needed. The firm leverages Envestnet and Tamarac and custody relationships such as Schwab and Fidelity.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JOHN MARSHALL WILLIAMS
Co-founder, Managing Partner, Partner
- CRD
- #2669535
- Ownership
- 25% but less than 50%
Kelly Anne Bonnell
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Kelly Anne Bonnell
Chief Executive Officer, PARTNER
- CRD
- --
Louisa Collier Gehring
Associate Wealth Advisor
- CRD
- #8076752
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,347,901,958 | $2,624,093 |
| Non-Discretionary | $52,146,846 | $914,857 |
| Total | $5,400,048,804 | $2,577,589 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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