Williamson Legacy Group, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 11, 2026, reports $183M in regulatory assets under management, 6 employees, 4 offices, and 835 accounts.
Top client segmentIndividuals represent 83.6% of total clients.
Top client categories% of clientsClients
1
Individuals
83.6%
291
2
HNWI
14.9%
52
3
Pension Plans
0.9%
3
4
Charitable
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of March 11, 2026
Discretionary100.0%
$183M
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$183M
Total Accounts835
10Y AUM Change+$183M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee58:1
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.