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Williams Capital Management Company

● SEC registered since 2022CRD 109412SEC# 801-126381Wilmette, IL
Export (members)
Reg. AUM
$136.1M
Employees
1
Accounts
37
Location
Wilmette, IL

Williams Capital Management Company assets under management

Williams Capital Management Company is an SEC-registered investment adviser based in Wilmette, IL. The firm has been registered since 2022. It reports $136.1 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Williams Capital Management Company owners & executives

1 reported
NameTitleOwnershipSince
David H Williams ControlDirector, President, Secretary, Ceo, Cfo, Coo, Chief Compliance Officer, ShareholderOver 75%1995

Frequently asked questions

How much does Williams Capital Management Company manage?

Williams Capital Management Company reports $136.1 million in regulatory assets under management on its Form ADV.

How many employees does Williams Capital Management Company have?

Williams Capital Management Company reports 1 employees.

Where is Williams Capital Management Company located?

Williams Capital Management Company is based in Wilmette, IL and has been SEC-registered since 2022.

Does Williams Capital Management Company disclose fund performance?

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

Contact & registration

Address825 Green Bay Road, Suite 220, Wilmette, IL 60091
Phone847-256-5565
Fax847-256-5680
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$52.8M
Non-discretionary$83.3M
Total (RAUM)$136.1M