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William Madison Advisors, Inc.

● SEC registered since 2018CRD 294782SEC# 801-113313Abilene, TX
Export (members)
Reg. AUM
$441.2M
Employees
8
Accounts
494
Location
Abilene, TX

William Madison Advisors, Inc. assets under management

William Madison Advisors, Inc. operates as an SEC-registered investment adviser based in Abilene, TX. The firm has been registered since 2018. It reports $441.2 million in regulatory assets under management and employs 8 people.
www.williammadison.comView on SEC.gov ↗

William Madison Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Cary Devon Beard ControlPresident/Ceo/CcoOver 75%2017

Frequently asked questions

How much does William Madison Advisors, Inc. manage?

William Madison Advisors, Inc. reports $441.2 million in regulatory assets under management on its Form ADV.

How many employees does William Madison Advisors, Inc. have?

William Madison Advisors, Inc. reports 8 employees.

Where is William Madison Advisors, Inc. located?

William Madison Advisors, Inc. is based in Abilene, TX and has been SEC-registered since 2018.

Does William Madison Advisors, Inc. disclose fund performance?

William Madison Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6452 Central Park Blvd, Abilene, TX 79606
Phone325-673-6171
Fax325-675-5029
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$441.2M
Non-discretionary$0
Total (RAUM)$441.2M