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WILLIAMS CAPITAL MANAGEMENT COMPANY
CRD 109412File 801-126381
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$225.6M
Below cohort median (national)
Discretionary AUM
$88.4M
Non-discretionary $137.1M
Clients
22
22 accounts
Employees
1
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 12, 2022
- Principal office
- 825 GREEN BAY ROAD, SUITE 220, WILMETTE, IL, 60091
- Phone
- 847-256-5565
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $225.6M
- Discretionary AUM
- $88.4M
- Non-discretionary AUM
- $137.1M
- Discretionary accounts
- 21
- Non-discretionary accounts
- 1
- Total accounts
- 22
- AUM per client
- $10.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $225.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.