$497.7M Total AUM
$497.7M Disc. AUM
-- 3Y CAGR
8 Employees
505 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-29-2018
- Office Locations
- 1
Office Locations
6452 Central Park Blvd Abilene TX
About William Madison Advisors, Inc.
William Madison Advisors is an Abilene, TX wealth manager providing comprehensive planning and investment management, including cash/debt, retirement, insurance, tax, and estate planning. The team builds goal-based portfolios using asset allocation and risk management, with ETFs and mutual funds among core vehicles, and often works with business owners and entrepreneurs. Custody includes Charles Schwab.
Team overview
40 AVG AGE
$165.9M AVG AUM / ADVISOR
$985.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CARY DEVON BEARD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4924792
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RACHEL L EVANS
--
- CRD
- #8170810
Available
Available
Available
G
GREGORY JAMES OGLESBY
--
- CRD
- #7207071
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $497,702,053 | $300,182 |
| Non-Discretionary | $0 | -- |
| Total | $497,702,053 | $300,182 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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