Adviser Profile

As of Date 01/04/2025
Registration status Registration Changed to S. WILLIAMS CAPITAL, LLC
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 21,919,476 19%
of that, discretionary 21,919,476 19%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,217,749 12%
% High Net Worth 57.14% 4%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees