William Madison Advisors, Inc.
● SEC registered since 2018CRD 294782SEC# 801-113313Abilene, TX
Reg. AUM
$497.7M
Employees
8
Accounts
1,658
Location
Abilene, TX
William Madison Advisors, Inc. assets under management
William Madison Advisors, Inc. operates as an SEC-registered investment adviser based in Abilene, TX. The firm has been registered since 2018. It reports $497.7 million in regulatory assets under management and employs 8 people.
William Madison Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cary Devon Beard Control | President/Ceo/Cco | Over 75% | 2017 |
Frequently asked questions
How much does William Madison Advisors, Inc. manage?
William Madison Advisors, Inc. reports $497.7 million in regulatory assets under management on its Form ADV.
How many employees does William Madison Advisors, Inc. have?
William Madison Advisors, Inc. reports 8 employees.
Where is William Madison Advisors, Inc. located?
William Madison Advisors, Inc. is based in Abilene, TX and has been SEC-registered since 2018.
Does William Madison Advisors, Inc. disclose fund performance?
William Madison Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6452 Central Park Blvd, Abilene, TX 79606 |
| Phone | 325-673-6171 |
| Fax | 325-675-5029 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$497.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$497.7Mregulatory AUM
Discretionary $497.7M