PAUL R. WILLIAMS INVESTMENT ADVISOR

PAUL R. WILLIAMS INVESTMENT ADVISOR is an SEC-registered investment adviser (CRD 111780). Regulatory assets under management: $50.0M.

Registration

• CRD: 111780
• Type: Registered investment adviser
• Phone: 805-558-4085
• Latest filing: 2026-01-27
• Regulatory AUM: $50.0M
• Non-discretionary AUM: $50.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search