{
  "crd_number": 113569,
  "slug": "j-f-williams-co-inc-denver-co-113569",
  "primary_business_name": "J.F. WILLIAMS CO., INC.",
  "legal_name": "J.F. WILLIAMS CO., INC.",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 286482879.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 286482879.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3015041.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 59601605.0,
      "count": 92
    },
    "high_net_worth_individuals": {
      "raum": 222591209.0,
      "count": 50
    },
    "corporations_other_businesses": {
      "raum": 1275024.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "LA",
    "NE",
    "TX"
  ],
  "websites": [
    "https://jfwco.com",
    "https://jfwco.com/insights",
    "https://linkedin.com/company/j-f-williams-co-inc-",
    "https://wealthtender.com/advisory-firms/j-f-williams-co-inc",
    "https://youtube.com/@j.f.williamsco.inc.2647"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113569",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569",
  "display_name": "J.F. Williams Co., Inc.",
  "summary": "J.F. Williams Co., Inc. is an SEC-registered investment advisory firm in Denver, CO, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. J.F. Williams Co., Inc. (CRD 113569): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is J.F. Williams Co., Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), J.F. Williams Co., Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does J.F. Williams Co., Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $1,000 (Investment Policy Statement); Hourly rate: $200 an hour (non-standard services; advisor/planner); Hourly rate: $100 an hour (non-standard services; associate planner); Hourly rate: $25 an hour (non-standard services; administrative assistant). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is J.F. Williams Co., Inc. located?",
      "a": "J.F. Williams Co., Inc.'s principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is J.F. Williams Co., Inc. registered with the SEC or a state?",
      "a": "J.F. Williams Co., Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 113569."
    },
    {
      "q": "How much does J.F. Williams Co., Inc. manage?",
      "a": "J.F. Williams Co., Inc. reports $286,482,879 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (0% discretionary)."
    },
    {
      "q": "How have J.F. Williams Co., Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for J.F. Williams Co., Inc.: Regulatory assets under management: $194,006,362 in the October 2021 data and $286,482,879 in the October 2026 data, up 48%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does J.F. Williams Co., Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (50); charitable organizations (1)."
    },
    {
      "q": "Which custodians does J.F. Williams Co., Inc. use?",
      "a": "J.F. Williams Co., Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does J.F. Williams Co., Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113569"
    },
    {
      "q": "Does J.F. Williams Co., Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"We do not require an account minimum to maintain our advisory services.\""
    },
    {
      "q": "What changed in J.F. Williams Co., Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $251,546,094 to $286,482,879 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 194006362.0,
      "total_employees": 4,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 230134188.0,
      "total_employees": 4,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 206032090.0,
      "total_employees": 4,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 229307447.0,
      "total_employees": 4,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 251546094.0,
      "total_employees": 4,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 286482879.0,
      "total_employees": 4,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $251,546,094 to $286,482,879 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 (Investment Policy Statement)",
      "Hourly rate: $200 an hour (non-standard services; advisor/planner)",
      "Hourly rate: $100 an hour (non-standard services; associate planner)",
      "Hourly rate: $25 an hour (non-standard services; administrative assistant)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require an account minimum to maintain our advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 (Investment Policy Statement)"
        ],
        "quotes": [
          "Fees for establishing an investment policy statement and financial plan are billed on a flat fee basis. The standard flat fee rate for each service is as follows: 1. Investment Policy Statement: $1,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (non-standard services; advisor/planner)"
        ],
        "quotes": [
          "Some non-standard services may be billed on an hourly basis. Current advisor/planner rate is $200 per hour; associate planner rate is $100 per hour; administrative assistant rate is $25 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 an hour (non-standard services; associate planner)"
        ],
        "quotes": [
          "Some non-standard services may be billed on an hourly basis. Current advisor/planner rate is $200 per hour; associate planner rate is $100 per hour; administrative assistant rate is $25 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $25 an hour (non-standard services; administrative assistant)"
        ],
        "quotes": [
          "Some non-standard services may be billed on an hourly basis. Current advisor/planner rate is $200 per hour; associate planner rate is $100 per hour; administrative assistant rate is $25 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 1000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Investment Policy Statement"
        },
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "non-standard services; advisor/planner"
        },
        {
          "kind": "hourly",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "non-standard services; associate planner"
        },
        {
          "kind": "hourly",
          "amount": 25.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "non-standard services; administrative assistant"
        }
      ]
    },
    "quotes": [
      "We do not require an account minimum to maintain our advisory services.",
      "Fees for establishing an investment policy statement and financial plan are billed on a flat fee basis. The standard flat fee rate for each service is as follows: 1. Investment Policy Statement: $1,000.",
      "Some non-standard services may be billed on an hourly basis. Current advisor/planner rate is $200 per hour; associate planner rate is $100 per hour; administrative assistant rate is $25 per hour.",
      "Some non-standard services may be billed on an hourly basis. Current advisor/planner rate is $200 per hour; associate planner rate is $100 per hour; administrative assistant rate is $25 per hour.",
      "Some non-standard services may be billed on an hourly basis. Current advisor/planner rate is $200 per hour; associate planner rate is $100 per hour; administrative assistant rate is $25 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 92,
      "fewer_than_5": false,
      "raum": 59601605.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 222591209.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3015041.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1275024.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113569",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}