# WILLIAMS FINANCIAL, LLC

WILLIAMS FINANCIAL, LLC of NORTH BENNINGTON, VT is an SEC-registered investment adviser.

## Registration

- CRD: 137038
- Type: SEC-registered investment adviser
- SEC file number: 801-118678
- Location: 12 MAIN STREET, NORTH BENNINGTON, VT, 05257
- Phone: 866-986-4469
- Latest filing: 2026-03-26
- Regulatory AUM: $209.9M
- Discretionary AUM: $201.1M
- Non-discretionary AUM: $8.8M
- Clients: 7
- Accounts: 837

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Jason Williams | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS JAMES JASON | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137038/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137038/similar
- Related entities: https://search.stillhousedata.com/firm/137038/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137038

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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.