WILLIAMS & ASSOCIATES, INC.

WILLIAMS & ASSOCIATES, INC. of COLUMBIA, MD is an SEC-registered investment adviser (CRD 338196). Regulatory assets under management: $661.1M.

Registration

• CRD: 338196
• SEC file number: 801-135121
• Type: Registered investment adviser
• Location: 8850 COLUMBIA 100 PARKWAY, SUITE 204, COLUMBIA, MD, 21045
• Phone: 410-740-0220
• Latest filing: 2026-05-27
• Regulatory AUM: $661.1M
• Discretionary AUM: $654.3M
• Non-discretionary AUM: $6.7M
• Clients: 9
• Accounts: 1,608

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search