CRD: 147253
Constellation Wealth Advisors
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 1, 2025 and February 20, 2026, reported AUM increased 15.8%, from $4.7B to $5.4B.
Across 5 reported observations, AUM increased 78.9% between July 5, 2022 and February 20, 2026, from $3.0B to $5.4B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 20 advisory representatives and 426 clients, or 21.3 clients per representative. That equates to $12.7M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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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Louisa Collier Gehring
Associate Wealth Advisor
- CRD
- #8076752
Thomas McConville
Client Service Associate
- CRD
- #8076563
Showing 2 of 18 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
SMA allocation detail is available
Constellation Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Constellation Wealth Advisors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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