Williams Capital Management Company

Williams Capital Management Company is a Registered Investment Adviser founded in 1995 by David H. Williams. The firm specializes in managing investment advisory accounts without investment supervisory services. They offer a complete portfolio management service, suggesting investments and portfolios to clients. The minimum account size is generally $500,000, with management fees based on a percentage of assets under management. The firm's investment advisory services cover various types of securities, including equity securities, corporate debt securities, municipal securities, and more. The firm does not participate in wrap-fee programs and had over $52 million in discretionary assets and over $83 million in non-discretionary assets under management as of December 31, 2024. Clients have the ability to impose restrictions on investments, and the firm does not charge performance-based fees. Williams Capital Management Company primarily serves individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm's investment strategies involve fundamental and cyclical analyses, with long-term and short-term purchases. David H. Williams, the President and sole Principal, has extensive experience in the financial industry and holds a Chartered Financial Analyst designation. The firm operates on a fully discretionary basis, managing investment portfolios with some exceptions. Clients receive regular account reviews and reports, and the firm does not accept authority to vote client securities. David H. Williams has a strong educational background and business experience, with no disciplinary events or additional compensation disclosed.