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 registered investment adviser organized as an LLC and first registered with the SEC in 2024. The firm serves both individual/family and institutional clients and operates as a capital allocator, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm does not identify 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

    CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 6847309

  • John Blalock

    Chief Executive OfficerCRD 5038926

Contacts

1 of 1

  • 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 51

Active vs passive

$64.3M in ETFs

Passive

74%

$47.3M

Active

18%

$17M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$6.2M9,5209.67%
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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth