CRD: 174809
Duncan Williams Asset Management, LLC
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Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 25, 2026, reported AUM increased 24.6%, from $2.2B to $2.7B.
Across 5 reported observations, AUM increased 427.5% between November 8, 2022 and March 25, 2026, from $510.8M to $2.7B.
Of the latest reported AUM, 83.3% is discretionary and 16.7% is non-discretionary.
The firm reports 15 advisory representatives and 2,238 clients, or 149.2 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Duncan Williams Asset Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Duncan Williams Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.