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BLALOCK WILLIAMS, LLC
CRD 325465File 801-129757
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$242.6M
Below cohort median (national)
Discretionary AUM
$229.9M
Non-discretionary $12.7M
Clients
272
724 accounts
Employees
4
Below cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 25, 2024
- Principal office
- 3065 HWY. 63 S., SUITE 101, ALEXANDER CITY, AL, 35010
- Phone
- (256) 444-6256
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $242.6M
- Discretionary AUM
- $229.9M
- Non-discretionary AUM
- $12.7M
- Discretionary accounts
- 703
- Non-discretionary accounts
- 21
- Total accounts
- 724
- AUM per client
- $892K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $23.3M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 48 | $139.1M |
| Banking or thrift institutions | Fewer than 5 | $16.3M |
| Pension and profit sharing plans | 22 | $15.4M |
| Individuals (other than high net worth individuals) | 197 | $47.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.