WILLIAMSON LEGACY GROUP, LLC

WILLIAMSON LEGACY GROUP, LLC is an SEC-registered investment adviser (CRD 318629). Regulatory assets under management: $183.1M.

Registration

• CRD: 318629
• SEC file number: 801-123281
• Type: Registered investment adviser
• Phone: 317-447-3212
• Latest filing: 2026-03-11
• Regulatory AUM: $183.1M
• Discretionary AUM: $183.1M
• Clients: 6
• Accounts: 835

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 318629 on SEC IAPD (source of record)
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