# TRUSTWELL FINANCIAL ADVISORS, LLC

TRUSTWELL FINANCIAL ADVISORS, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 108426
- Type: SEC-registered investment adviser
- SEC file number: 801-120250
- Location: 8825 PERIMETER PARK BLVD., SUITE 304, JACKSONVILLE, FL, 32216
- Phone: 904-996-7800
- Latest filing: 2026-03-13
- Regulatory AUM: $260.8M
- Discretionary AUM: $260.8M
- Clients: 7
- Accounts: 1,019

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Don Gary Williams | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Christopher Fredrick Daunhauer | MEMBER | — |
| Brett William Freese | MEMBER | — |
| WILLIAMS DON GARY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR; SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | — |
| DAUNHAUER CHRISTOPHER FREDRICK | MEMBER | — |
| FREESE BRETT WILLIAM | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108426/similar
- Related entities: https://search.stillhousedata.com/firm/108426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108426

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.