# J.F. Williams Co., Inc.

> 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.

- CRD: 113569
- Filed as: J.F. WILLIAMS CO., INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113569
- AdvisorCensus page: https://advisorcensus.com/firm/j-f-williams-co-inc-denver-co-113569

## Quick answers

**How is J.F. Williams Co., Inc. compensated?**
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).

**Where is J.F. Williams Co., Inc. located?**
J.F. Williams Co., Inc.'s principal office is in Denver, CO, according to its Form ADV.

**Is J.F. Williams Co., Inc. registered with the SEC or a state?**
J.F. Williams Co., Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 113569.

**How much does J.F. Williams Co., Inc. manage?**
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).

**How have J.F. Williams Co., Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does J.F. Williams Co., Inc. serve?**
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).

**Which custodians does J.F. Williams Co., Inc. use?**
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.

**Does J.F. Williams Co., Inc. report any disciplinary disclosures?**
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

**Does J.F. Williams Co., Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "We do not require an account minimum to maintain our advisory services."

**What changed in J.F. Williams Co., Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $251,546,094 to $286,482,879 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> We do not require an account minimum to maintain our advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $286,482,879
- Discretionary: $0
- Non-discretionary: $286,482,879

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $59,601,605 |
| High net worth individuals | 50 | $222,591,209 |
| Charitable organizations | 1 | $3,015,041 |
| Corporations or other businesses not listed above | 1 | $1,275,024 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jfwco.com
- jfwco.com/insights
- wealthtender.com/advisory-firms/j-f-williams-co-inc
- LinkedIn @j-f-williams-co-inc-
- YouTube @j.f.williamsco.inc.2647

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,006,362 | 4 | April 20, 2021 |
| October 2022 | $230,134,188 | 4 | June 30, 2022 |
| October 2023 | $206,032,090 | 4 | July 14, 2023 |
| October 2024 | $229,307,447 | 4 | September 10, 2024 |
| October 2025 | $251,546,094 | 4 | July 17, 2025 |
| October 2026 | $286,482,879 | 4 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $251,546,094 to $286,482,879 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.F. Williams Co., Inc. (CRD 113569): Form ADV filing data as of October 2026.