# MCWILLIAMS ASSET MANAGEMENT INC.

MCWILLIAMS ASSET MANAGEMENT INC. of SAN MARCOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 331404
- Type: SEC-registered investment adviser
- Location: 1645 MILAN WAY, SAN MARCOS, CA, 92078
- Phone: 858-228-0618
- Latest filing: 2026-06-24
- Regulatory AUM: $8.0M
- Discretionary AUM: $8.0M
- Clients: 1
- Accounts: 27

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331404/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331404/similar
- Related entities: https://search.stillhousedata.com/firm/331404/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331404

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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.