Williams Capital Management Company is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmette, IL. Its latest Form ADV filing, dated March 18, 2026, reports $226M in regulatory assets under management, 1 employee, and 22 accounts.
Assets Under Management
$226M
Employees
1
Offices
--
Total Clients
22
Primary office
WILMETTE, IL
825 GREEN BAY ROAD, SUITE 220, WILMETTE, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 18, 2026
Discretionary39.2%
$88M
39% of total RAUM39.2%
Non-discretionary60.8%
$137M
61% of total RAUM60.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$226M
Total Accounts22
10Y AUM Change+$98M (+76.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.