# FAMILY WMS, LLC

FAMILY WMS, LLC of ATHENS, GA is an SEC-registered investment adviser.

## Registration

- CRD: 126456
- Type: SEC-registered investment adviser
- SEC file number: 801-61987
- Location: 490 N. MILLEDGE AVE, ATHENS, GA, 30601
- Phone: 404-961-1051
- Latest filing: 2026-02-18
- Regulatory AUM: $571.6M
- Discretionary AUM: $312.2M
- Non-discretionary AUM: $259.5M
- Clients: 8
- Accounts: 554

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Leslie White Allen | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | — |
| Scott Alan Shows | CHIEF FINANCIAL OFFICER | — |
| Steven E House | DIRECTOR OF TAX | — |
| ALLEN LESLIE WHITE | PRESIDENT, CIO, CCO; PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | — |
| SHOWS SCOTT ALAN | CHIEF FINANCIAL OFFICER | — |
| PALMER DAN M | CHAIRMAN | — |
| COX NANCY ELLEN | ASSISTANT TREASURER/SECRETARY | — |
| HOUSE STEVEN E | DIRECTOR OF TAX | — |
| VAUGHN BRIAN LEE | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| BEACH-ALLEN LESLIE WHITE | CHIEF INVESTMENT OFFICER, TREASURER/SECRETARY; PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT, CIO, CCO | — |
| GREGORY-SUGRUE DEBRA ANN | DIRECTOR OF GEORGIA | — |
| Steven E. House | DIRECTOR OF TAX | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MEMPHIS | TN | 2 | 901-322-1567 |
| MEMPHIS | TN | 2 | 901-322-1567 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126456/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126456/similar
- Related entities: https://search.stillhousedata.com/firm/126456/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126456

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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.