Williams Capital Management Company
● SEC registered since 2022CRD 109412SEC# 801-126381Wilmette, IL
Reg. AUM
$225.6M
Employees
1
Accounts
22
Location
Wilmette, IL
Williams Capital Management Company assets under management
Williams Capital Management Company is an SEC-registered investment adviser based in Wilmette, IL. The firm has been registered since 2022. It reports $225.6 million in regulatory assets under management and employs 1 people.
Williams Capital Management Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David H Williams Control | Director, President, Secretary, Ceo, Cfo, Coo, Chief Compliance Officer, Shareholder | Over 75% | 1995 |
Frequently asked questions
How much does Williams Capital Management Company manage?
Williams Capital Management Company reports $225.6 million in regulatory assets under management on its Form ADV.
How many employees does Williams Capital Management Company have?
Williams Capital Management Company reports 1 employees.
Where is Williams Capital Management Company located?
Williams Capital Management Company is based in Wilmette, IL and has been SEC-registered since 2022.
Does Williams Capital Management Company disclose fund performance?
Williams Capital Management Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 825 Green Bay Road, Suite 220, Wilmette, IL 60091 |
| Phone | 847-256-5565 |
| Fax | 847-256-5680 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.6M▲ 66%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$225.6Mregulatory AUM
Discretionary $88.4MNon-discretionary $137.1M