Duncan Williams Asset Management, LLC
● SEC registered since 2015CRD 174809SEC# 801-81015Memphis, TN
Reg. AUM
$2.69B
Employees
21
Accounts
2,238
Location
Memphis, TN
Duncan Williams Asset Management, LLC assets under management
Duncan Williams Asset Management, LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 2015. It reports $2.7 billion in regulatory assets under management and employs 21 people.
Duncan Williams Asset Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Joseph May | Director Of Finance | Under 5% | 2025 |
| David Nicholas Scully Control | Manager; President | Under 5% | 2017 |
| Duncan Franklin Williams Control | Member; Chairman Of Board Of Managers | Over 75% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Duncan Williams Asset Management, LLC manage?
Duncan Williams Asset Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Duncan Williams Asset Management, LLC have?
Duncan Williams Asset Management, LLC reports 21 employees.
Where is Duncan Williams Asset Management, LLC located?
Duncan Williams Asset Management, LLC is based in Memphis, TN and has been SEC-registered since 2015.
Does Duncan Williams Asset Management, LLC disclose fund performance?
Duncan Williams Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5350 Poplar Avenue, Suite 600, Memphis, TN 38119 |
| Phone | (901) 435-4250 |
| Fax | (901) 435-4052 |
| Office hours | 8:30 a.m. To 4:30 p.m. Cst |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2011771 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.69B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.69Bregulatory AUM
Discretionary $2.25BNon-discretionary $449.3M