William Madison Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Abilene, TX. Its latest Form ADV filing, dated March 31, 2026, reports $498M in regulatory assets under management, 8 employees, and 1,658 accounts.
Assets Under Management
$498M
Employees
8
Offices
--
Total Clients
505
Primary office
ABILENE, TX
6452 CENTRAL PARK BLVD, ABILENE, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
357
2
HNWI
27.1%
137
3
Corporations
1.4%
7
4
Charitable
0.8%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$498Mas of March 31, 2026
Discretionary100.0%
$498M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$498M
Total Accounts1,658
10Y AUM Change+$212M (+74.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee63:1
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.