MCWILLIAMS ASSET MANAGEMENT INC.

MCWILLIAMS ASSET MANAGEMENT INC. of SAN MARCOS, CA is an SEC-registered investment adviser (CRD 331404). Regulatory assets under management: $8.0M.

Registration

• CRD: 331404
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331404 on SEC IAPD (source of record)
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