Blalock Williams, LLC

RIASEC RegisteredEst. 2024
Total AUM
$243M
Discretionary
$230M
95% of AUM
Avg account
$335K
Accounts
724
Employees
4
Advisory reps
4

Firm details

Headquarters
Alexander City, Alabama
CRD number
325465
Registered since
March 25, 2024
Website
blalockwilliams.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI57.34%
  • Individuals19.48%
  • Corporations / Businesses9.61%
  • Banking / Thrift Institutions6.71%
  • Pension & Profit Sharing Plans6.35%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blalock Williams, LLC is an independent, SEC-registered registered investment adviser that serves both individual/family clients and institutional clients. The firm operates as a capital allocator, engaging third-party managers and performing selection of other advisers alongside core advisory services: financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee model combines asset-based fees with fixed-fee arrangements. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, US Government Bonds 9%, State & Local Bonds 6%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, Private Funds 2%74%
  • Exchange Traded Equities74%
  • US Government Bonds9%
  • State & Local Bonds6%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3

  • Elizabeth Moman

    Chief Operating OfficerCRD 7119210

  • Devereaux Williams

    Devereaux Williams

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 6847309

  • John Blalock

    John Blalock

    Chief Executive OfficerCRD 5038926

Contacts

1 of 1
  • Laura Lacey

    Laura Lacey

    CCOCRD 6625183

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$75.7M in ETFs

Passive

71%

$54M

Active

18%

$21.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$12.5M16,65016.48%
Unlock additional holdings →

Location

Primary office

Alexander City, AL

Tallapoosa

Location

Alexander City, AL

Headquartered in Alexander City, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.

Metro area
Montgomery-Selma-Alexander City, AL
Region
South
County
Tallapoosa
Address
3065 Highway 63 S
Time zone
CT (UTC-6)
Office locations

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More RIAs in Alexander City →All Alabama RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth