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Blalock Williams, LLC

● SEC registered since 2024CRD 325465SEC# 801-129757Alexander City, AL
Export (members)
Reg. AUM
$176.2M
Employees
4
Accounts
642
Location
Alexander City, AL

Blalock Williams, LLC assets under management

Blalock Williams, LLC is an investment advisory firm registered with the SEC based in Alexander City, AL. The firm has been registered since 2024. It reports $176.2 million in regulatory assets under management and employs 4 people.

Blalock Williams, LLC owners & executives

4 reported
NameTitleOwnershipSince
Devereaux Lee Williams ControlCo-Founder And Chief Investment Officer50-75%2023
Elizabeth Ashley Moman ControlChief Operating OfficerUnder 5%2023
John Butler Blalock ControlChief Executive Officer And Investment Advisor Representative50-75%2023
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Frequently asked questions

How much does Blalock Williams, LLC manage?

Blalock Williams, LLC reports $176.2 million in regulatory assets under management on its Form ADV.

How many employees does Blalock Williams, LLC have?

Blalock Williams, LLC reports 4 employees.

Where is Blalock Williams, LLC located?

Blalock Williams, LLC is based in Alexander City, AL and has been SEC-registered since 2024.

Does Blalock Williams, LLC disclose fund performance?

Blalock Williams, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address175 Aliant Parkway, Suite 101, Alexander City, AL 35010
Phone(256) 444-6256
Fax(205) 278-9744
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
CIK2092331
Discloses disciplinary historyNo

Assets under management

Discretionary$165.1M
Non-discretionary$11.1M
Total (RAUM)$176.2M