CRD: 283496
Williams Market Analytics LLC
$750.0K Total AUM
$750.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
-- Hilton Head SC
About Williams Market Analytics LLC
Williams Market Analytics LLC is a founder-led Hilton Head, SC investment advisory providing asset management and portfolio construction for retail clients, including entrepreneurs. Portfolios are implemented primarily with ETFs (with cash sleeves) and are custodied at Interactive Brokers—useful for ETF and trading-oriented distribution discussions.
Team overview
-- AVG AGE
$750.0K AVG AUM / ADVISOR
$187.5K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Seth Owen Williams
Investment Advisor Representative
- CRD
- #6630671
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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