| Name | Title | Ownership | Since |
|---|---|---|---|
| David Robert Williams Control | Iar | Under 5% | 1977 |
| Tgm Capital, LLC Control | Member | 50-75% | 2021 |
| Thomas Gaines MacLennan Control | Chief Compliance Officer & Iar | Under 5% | 2017 |
Wms Advisors, LLC reports $221.4 million in regulatory assets under management on its Form ADV.
Wms Advisors, LLC reports 5 employees.
Wms Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2017.
Wms Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6135 Park South Drive, Suite 510, Charlotte, NC 28210 |
| Phone | 301-294-7804 |
| Fax | 301-294-7809 |
| Office hours | 5-Sep |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $125.7M |
| Non-discretionary | $95.6M |
| Total (RAUM) | $221.4M |