Paul R. Williams Investment Advisor

Overview

Paul R. Williams Investment Advisor is a small, individual-owned advisory practice run by Paul R. Williams as a sole proprietor. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. It operates in a non-discretionary capacity for its clients, meaning clients retain decision authority over transactions and the adviser provides recommendations and portfolio construction rather than unilateral trading authority. The firm is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. Investment activity centers on public equities, with an explicit preference for exchange-traded equities. Given the client base and average relationship size, the firm serves high-net-worth individuals and families, delivering tailored equity-centered solutions and using mutual funds as a complementary vehicle. The non-discretionary model and the firm’s small size suggest a hands-on, advisory relationship with clients who want input and final approval on trade execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices