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WILLIAM MADISON ADVISORS, INC.
CRD 294782 · SEC 801-113313
6452 CENTRAL PARK BLVD, ABILENE, TX, 79606, United States
Phone
325-673-6171
Fax
325-675-5029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$497.7M
Discretionary AUM
$497.7M
Team
8 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $142.0M |
| High net worth individuals | 137 | $341.2M |
| Charitable organizations | 4 | $10.3M |
| Corporations/business entities | 7 | $4.2M |
States served
CA, OK, TN, TX
All web addresses on file
Official SEC filing: View on IAPD