Williams & Associates, Inc.
● SEC registered since 2026CRD 338196SEC# 801-135121Columbia, MD
Reg. AUM
$661.1M
Employees
9
Accounts
1,608
Location
Columbia, MD
About Williams & Associates
Williams Asset Management in Columbia, Maryland, offers wealth management, financial planning, and investment management. The firm aims to empower informed decisions and a well-planned financial life for clients.
Summary based on the firm’s website.
Williams & Associates, Inc. assets under management
Williams & Associates, Inc. is an SEC-registered investment adviser based in Columbia, MD. The firm has been registered since 2026. It reports $661.1 million in regulatory assets under management and employs 9 people.
Williams & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Stuart Williams Control | Managing Member, Ceo, President, Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Williams & Associates, Inc. manage?
Williams & Associates, Inc. reports $661.1 million in regulatory assets under management on its Form ADV.
How many employees does Williams & Associates, Inc. have?
Williams & Associates, Inc. reports 9 employees.
Where is Williams & Associates, Inc. located?
Williams & Associates, Inc. is based in Columbia, MD and has been SEC-registered since 2026.
Does Williams & Associates, Inc. disclose fund performance?
Williams & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045 |
| Phone | 410-740-0220 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$661.1MNo change
May '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$661.1Mregulatory AUM
Discretionary $654.3MNon-discretionary $6.7M