Williams Market Analytics LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$750,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$187,500
About
Williams Market Analytics provides discretionary separately managed account (SMA) portfolio management to individuals, high‑net‑worth clients, and other registered investment advisers, and also operates a website-based advisory service that distributes daily and weekly market commentary and newsletters. The firm offers subscription access to that online content, with subscriptions sold through third‑party platforms such as Seeking Alpha.
The firm uses a combined fundamental and technical approach, relying on in‑house valuation metrics and systematic trading models to construct portfolios concentrated in listed securities and exchange‑traded funds, while also permitting investments in individual equities and fixed income when appropriate. It may employ derivatives—principally options—for hedging and risk‑management within SMAs and will engage in short selling only upon client request and where accounts are suitable; accounts are reviewed every trading day.
Noteworthy for its size and structure, the firm operates as a solo advisory practice with a small asset base and client roster, alongside a subscription revenue stream that is uncommon among independent advisors. The brochure also highlights a quantitative research background, adherence to the CFA Code of Ethics, and the firm’s use of a discount brokerage platform for trade execution and custody.
Client services
Portfolio management
Newsletter
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.65% annually (0.1375% monthly)
$75 or $25 per month
Main office location
Williams Market Analytics LLC
Hilton Head SC, United States
Number of offices
1
Most active in
Williams Market Analytics LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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