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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-04-2020
- Office Locations
- 1
Office Locations
About Williams Financial Group
Williams Financial Group is an independent, fiduciary wealth management firm serving Southwest Alabama since 2001. The CFP-led team delivers comprehensive financial and retirement planning alongside ongoing investment management, tailoring recommendations to each household’s objectives. Clients work with a local team and a single point of contact for streamlined planning; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BILLY RAY WILLIAMS
Financial Advisor, General Partner, Managing Partner
- CRD
- #4447994
- Ownership
- 50% but less than 75%
MATT ANDREW WILLIAMS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #5188305
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,763,277 | $990,959 |
| Non-Discretionary | $0 | -- |
| Total | $354,763,277 | $990,959 |
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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 |
| Total | Available | Available |
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