J.f. Williams Co., Inc.
● SEC registered since 2015CRD 113569SEC# 801-96243Denver, CO
Reg. AUM
$286.5M
Employees
4
Accounts
499
Location
Denver, CO
J.f. Williams Co., Inc. assets under management
J.f. Williams Co., Inc. is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2015. It reports $286.5 million in regulatory assets under management and employs 4 people.
J.f. Williams Co., Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Scott Van Wert Control | Minority Shareholder/Treasurer | 10-25% | 2024 |
| James Frank Williams Control | Minority Shareholder | 25-50% | 2017 |
| Juan Jose Guevara Control | Minority Shareholder/Secretary | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does J.f. Williams Co., Inc. manage?
J.f. Williams Co., Inc. reports $286.5 million in regulatory assets under management on its Form ADV.
How many employees does J.f. Williams Co., Inc. have?
J.f. Williams Co., Inc. reports 4 employees.
Where is J.f. Williams Co., Inc. located?
J.f. Williams Co., Inc. is based in Denver, CO and has been SEC-registered since 2015.
Does J.f. Williams Co., Inc. disclose fund performance?
J.f. Williams Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1120 Lincoln Street, Suite 1603, Denver, CO 80203 |
| Phone | 303-753-4506 |
| Fax | 303-736-4009 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$286.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$286.5Mregulatory AUM
Discretionary $0Non-discretionary $286.5M