This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2022
- Office Locations
- 3
Office Locations
About Williamson Legacy Group, LLC
Williamson Legacy Group is a Carmel, IN wealth manager focused on families who want a partner to oversee their financial affairs and execute long-term plans. Portfolios are typically built with individual stocks, with ETFs or mutual funds used when appropriate. The firm’s proprietary security-selection and risk-management process monitors 3,000+ stocks across 197 industry groups and sizes positions to avoid outsized single-stock or sector exposure, informed by MarketSmith and Morningstar research.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH RICHARD WILLIAMSON
Managing Director and Investment Advisor Representative
- CRD
- #1274543
- Ownership
- 75% or more
ANDREW S WARNING
Chief Compliance Officer
- CRD
- #3211861
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
BENJAMIN CHARLES HECHT
Financial Advisor, General Partner
- CRD
- #6540606
JEANETTE LEANN MCCORMICK
Investment Advisor Representative
- CRD
- #4469805
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,062,559 | $219,237 |
| Non-Discretionary | $0 | -- |
| Total | $183,062,559 | $219,237 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing