Williamson Legacy Group, LLC
● SEC registered since 2022CRD 318629SEC# 801-123281
Reg. AUM
$183.1M
Employees
6
Accounts
835
Location
—
Williamson Legacy Group, LLC assets under management
Williamson Legacy Group, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $183.1 million in regulatory assets under management and employs 6 people.
Williamson Legacy Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2022 |
| Joseph Richard Williamson Control | Managing Director And Ceo | Over 75% | 2021 |
Frequently asked questions
How much does Williamson Legacy Group, LLC manage?
Williamson Legacy Group, LLC reports $183.1 million in regulatory assets under management on its Form ADV.
How many employees does Williamson Legacy Group, LLC have?
Williamson Legacy Group, LLC reports 6 employees.
Does Williamson Legacy Group, LLC disclose fund performance?
Williamson Legacy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 317-447-3212 |
| Office hours | 9:00 To 4:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.1M▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$183.1Mregulatory AUM
Discretionary $183.1M