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BLALOCK WILLIAMS, LLC

ALEXANDER CITY, AL · CRD 325465 · IAPD ↗ · (256) 444-6256

$242.6MRegulatory AUM
2Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — BLALOCK WILLIAMS, LLC reported RAUM up 38% ($176.2M -> $242.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — BLALOCK WILLIAMS, LLC now reports custody of client assets ($897,675).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
March 2025 — BLALOCK WILLIAMS, LLC reported RAUM up 67% ($105.5M -> $176.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — BLALOCK WILLIAMS, LLC (ALEXANDER CITY, AL) is newly SEC-registered with $105.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.