M
CRD: 331404
Mcwilliams Asset Management Inc.
SAN Marcos, CA, 92078
8582280618
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
-- SAN Marcos CA
About Mcwilliams Asset Management Inc.
Mcwilliams Asset Management Inc. is a SAN Marcos-based RIA. The firm has been operating for 1 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$126.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Value Signal foundation Element capital Crest
Client Personas
Oak vital
Investment Themes
Insight element Momentum peak Eagle
Investment Vehicles
Meridian beacon
Services
Vector Delta bridge Ridge Harbor crest Legacy north
Owner & Executives
T
TODD HOLLAND MCWILLIAMS
President
- CRD
- #1906435
- Ownership
- 75% or more
(817) 572-8603
eagle.bridge@unisoncapital.com
in linkedin.com/in/oak-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,029,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,029,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,029,000
Equity - Exchange:
58.3% Cash:
41.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,927,997,688 | 58.3% |
| Cash | $1,379,030,937 | 41.7% |
| Total | $3,307,028,625 | 100.0% |