# PRECEDENT WEALTH PARTNERS, LLC

PRECEDENT WEALTH PARTNERS, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 325203
- Type: SEC-registered investment adviser
- SEC file number: 801-127678
- Location: 1800 WEST LOOP SOUTH, SUITE 1400, HOUSTON, TX, 77027
- Phone: (713)244-6450
- Latest filing: 2026-03-19
- Regulatory AUM: $685.0M
- Discretionary AUM: $652.8M
- Non-discretionary AUM: $32.2M
- Clients: 12
- Accounts: 790

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| George Franklin Williams | FOUNDER, MANAGING DIRECTOR; OWNER | — |
| Joseph Harold Williams | FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Grant Jonathan Williams | FOUNDER, MANAGING DIRECTOR; OWNER | — |
| WILLIAMS JOSEPH HAROLD | FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; OWNER | — |
| WILLIAMS GEORGE FRANKLIN | FOUNDER, MANAGING DIRECTOR; OWNER | — |
| BUTTE ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS GRANT JONATHAN | FOUNDER, MANAGING DIRECTOR; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325203/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325203/similar
- Related entities: https://search.stillhousedata.com/firm/325203/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325203

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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.