Blalock Williams, LLC

Blalock Williams provides discretionary investment management, financial planning, and retirement plan advisory services to a mix of individual and institutional clients, explicitly including high net worth individuals, trusts and estates, businesses, charitable organizations and bank or thrift institutions. The firm serves clients under written advisory agreements and reports managing approximately $242.6 million in client assets, the majority on a discretionary basis.

The Advisor’s investment process emphasizes fundamental analysis and a primarily long-term orientation, using ETFs, mutual funds, individual equities and bonds, and selectively utilizing alternative investments or structured products when appropriate. Blalock Williams also implements or oversees third‑party independent managers and third‑party access platforms for held‑away accounts, and monitors portfolios on an ongoing basis with formal reviews at least annually.

Noteworthy features in the brochure include the firm’s relatively large asset base for a two‑advisor shop and the explicit inclusion of bank or thrift institutions among its client types, an uncommon client segment for firms of this size. The brochure also highlights operational arrangements—participation on institutional platforms with Schwab and Pershing, licensed advisory personnel who may sell insurance products, and documented client communications and privacy practices (including SMS messaging)—that reflect an emphasis on servicing both retail and institutional relationships.