Overview
Assets Under Management: $183 million
High-Net-Worth Clients: 52
Average Client Assets: $2.1 million
Frequently Asked Questions
WILLIAMSON LEGACY GROUP, 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 #318629), WILLIAMSON LEGACY GROUP, LLC is subject to fiduciary duty under federal law.
WILLIAMSON LEGACY GROUP, LLC serves 52 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, WILLIAMSON LEGACY GROUP, 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 ↓
WILLIAMSON LEGACY GROUP, LLC manages $183 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, WILLIAMSON LEGACY GROUP, 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: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.32%
Average Client Assets: $2.1 million
Total Client Accounts: 835
Discretionary Accounts: 835
Regulatory Filings
CRD Number: 318629
Filing ID: 2070123
Last Filing Date: 2026-03-11 10:38:25