# McWilliams Financial Advisory Group LLC

> McWilliams Financial Advisory Group LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated March 2, 2026.

- CRD: 143219
- Filed as: MCWILLIAMS FINANCIAL ADVISORY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143219
- AdvisorCensus page: https://advisorcensus.com/firm/mcwilliams-financial-advisory-group-llc-atlanta-ga-143219

## Quick answers

**How is McWilliams Financial Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McWilliams Financial Advisory Group LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McWilliams Financial Advisory Group LLC located?**
McWilliams Financial Advisory Group LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is McWilliams Financial Advisory Group LLC registered with the SEC or a state?**
McWilliams Financial Advisory Group LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143219.

**Does McWilliams Financial Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143219

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [elbertmcwilliams.com](https://elbertmcwilliams.com)
- Facebook @MCWILLIAMS-FINANCIAL-ADVISORY-GROUP-LLC-1508817016104757
- LinkedIn @ELBERTMCWILLIAMS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McWilliams Financial Advisory Group LLC (CRD 143219): Form ADV filing data as of October 2026.