Data / Investment advisers / Maryland / Williams Asset Management
Williams Asset Management, Columbia, MD: $661 million AUM, SEC registered investment adviser
Williams Asset Management is an SEC registered investment adviser with its main office in Columbia, Maryland and reports $661 million in regulatory assets under management in its Form ADV filed May 27, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 338196
- SEC file number
- 801-135121
- SEC status
- Approved, effective January 8, 2026
- Legal name
- Williams & Associates, Inc.
- Main office
- 8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045
- Phone
- (410) 740-0220
- Website
- williamsassetmanagement.com
- Regulatory AUM
- $661,067,873 in the Form ADV filed May 27, 2026
- Discretionary AUM
- $654,348,508
- Non discretionary AUM
- $6,719,365
- Accounts
- 1,608
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 433 | $661.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $661.1 million | May 27, 2026 |
| February 2, 2026 | Not listed | January 30, 2026 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Truffle Hound Capital, LLC | Bethesda | $680 million | 1 | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | Not listed | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | $677 million | Not listed | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | $669.8 million | Not listed | adviserinfo.sec.gov |
| Calvert Street Capital Partners, Inc. | Towson | $663.1 million | 13 | adviserinfo.sec.gov |
| Innovative Wealth Building LLC | California | $657.2 million | Not listed | adviserinfo.sec.gov |
| Family Office Research, LLC | Bethesda | $648.2 million | Not listed | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | $642.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Williams Asset Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.