W
$661.1M Total AUM
$654.3M Disc. AUM
-- 3Y CAGR
9 Employees
433 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2026
- Office Locations
- 1
Office Locations
8850 Columbia 100 Parkway Suite 204 Columbia MD
About Williams Asset Management
Williams Asset Management is a Columbia-based RIA. The firm has been operating for 0 years. Managing $661.1M in total assets under management, with 6 advisory representatives. They custody assets with Fidelity/NFS and LPL Financial.
Team overview
41 AVG AGE
$110.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
0.5 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GARY STUART WILLIAMS
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #2470323
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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KARISSA NICOLE GOESSL
--
- CRD
- #6261273
Available
Available
Available
D
DUNCAN SHAWN MCCALL
--
- CRD
- #7269250
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,348,508 | $412,578 |
| Non-Discretionary | $6,719,365 | $305,426 |
| Total | $661,067,873 | $411,112 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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