CRD: 174809
Duncan Williams Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2015
- Office Locations
- 1
Office Locations
About Duncan Williams Asset Management, LLC
Duncan Williams Asset Management is a Memphis-based RIA providing financial planning and portfolio/asset management for individuals and professionals such as business owners, entrepreneurs, and physicians. Portfolios emphasize asset allocation using ETFs, mutual funds, and fixed income, with select alternative exposures. Client accounts are supported via Schwab custody and online tools, and the firm has been recognized by USA Today as the top RIA in Memphis.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DUNCAN FRANKLIN WILLIAMS
Chairman Of The Board
- CRD
- #2085774
- Ownership
- 75% or more
PATRICK THOMPSON BURNETT
Chief Operating Officer, Member Of Board Of Managers
- CRD
- #5988733
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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ROBERT HUDSON ATKINS JR
Vice President
- CRD
- #6104672
Edwin Lyles Bennett
Financial Advisor, General Partner
- CRD
- #7651083
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,245,108,268 | $1,172,380 |
| Non-Discretionary | $449,324,657 | $1,391,098 |
| Total | $2,694,432,925 | $1,203,947 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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