Williams Asset Management

Overview

Williams Asset Management is an SEC registered investment adviser based in Columbia, MD, registered since 2026. It reports $661M in assets under management across 1,608 accounts, with 9 employees. It has 6 investment adviser representatives.

Reported AUM

$661M

Discretionary

99%

Accounts

1,608

Average account

$411K

Employees

9

Advisory reps

6

Registered since

2026

Jurisdictions

14

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Gary Stuart Williams Managing Member, Chief Executive Officer, President CRD 2470323

Advisory reps 3 of 6

• Karissa Nicole Goessl Investment Adviser Rep CRD 6261273
• Duncan Shawn Mccall Investment Adviser Rep CRD 7269250
• Brian Scott Mckinney Insurance Agent · Investment Adviser Rep CRD 6661521

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8850 Columbia 100 Pkwy Ste 204
Columbia, MD 21045

County

Howard

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: williamsassetmanagement.com

Every state, with registration dates

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