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BLALOCK WILLIAMS, LLC
CRD 325465 · SEC 801-129757
3065 HWY. 63 S., SUITE 101, ALEXANDER CITY, AL, 35010, United States
Phone
(256) 444-6256
Fax
(205) 278-9744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.6M
Discretionary AUM
$229.9M
Team
4 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $47.3M |
| High net worth individuals | 48 | $139.1M |
| Pension/profit sharing plans | 22 | $15.4M |
| Corporations/business entities | 5 | $23.3M |
States served
AL, GA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD