WILLIAMSON ADVISORY SERVICES, INC.

Overview

Williamson Advisory Services, Inc. operates as a fee-based advisory focused primarily on discretionary portfolio management for individuals and small businesses, with pension consulting listed among its service offerings. The firm favors an equity-first approach: exchange-traded equities are the dominant allocation across client accounts. Its client base consists mainly of individual and family relationships, and it uses a percentage-of-AUM fee model. The ADV indicates a single-owner structure and a concentrated practice rather than a multi-state or national advisor. Strategically, the firm appears to run separately managed account (SMA)-style equity sleeves alongside pooled products such as mutual funds and corporate debt positions for fixed-income exposure. The firm is not identified as an active ESG investor, so ESG considerations do not appear to drive its core investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices