Overview
Assets Under Management: $243 million
Headquarters: ALEXANDER CITY, AL
High-Net-Worth Clients: 48
Average Client Assets: $2.9 million
Frequently Asked Questions
BLALOCK WILLIAMS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325465), BLALOCK WILLIAMS, LLC is subject to fiduciary duty under federal law.
BLALOCK WILLIAMS, LLC is headquartered in ALEXANDER CITY, AL.
BLALOCK WILLIAMS, LLC serves 48 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, BLALOCK WILLIAMS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BLALOCK WILLIAMS, LLC manages $243 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, BLALOCK WILLIAMS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.34%
Average Client Assets: $2.9 million
Total Client Accounts: 724
Discretionary Accounts: 703
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 325465
Filing ID: 2061149
Last Filing Date: 2026-03-03 17:53:06