ALEXANDER CITY, ALCRD 325465Latest ADV March 3, 2026
Blalock Williams, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexander City, AL. Its latest Form ADV filing, dated March 3, 2026, reports $243M in regulatory assets under management, 4 employees, 1 office, and 724 accounts.
Assets Under Management
$243M
Employees
4
Offices
1 office
Total Clients
272
Primary office
ALEXANDER CITY, AL
3065 HWY. 63 S., SUITE 101, ALEXANDER CITY, AL, United States
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
197
2
HNWI
17.6%
48
3
Pension Plans
8.1%
22
4
Corporations
1.8%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 3, 2026
Discretionary94.8%
$230M
95% of total RAUM94.8%
Non-discretionary5.2%
$13M
5% of total RAUM5.2%
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.
Total AUM$243M
Total Accounts724
10Y AUM Change+$137M (+130.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee68:1
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.