# WILLIAMSON LEGACY GROUP, LLC

WILLIAMSON LEGACY GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 318629
- Type: SEC-registered investment adviser
- SEC file number: 801-123281
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Joseph Richard Williamson | MANAGING DIRECTOR AND CEO | — |
| WILLIAMSON JOHN RICHARD | MANAGING DIRECTOR AND CEO | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318629/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318629/similar
- Related entities: https://search.stillhousedata.com/firm/318629/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318629

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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.