# William Madison Advisors, Inc.

> William Madison Advisors, Inc. is an SEC-registered investment advisory firm in Abilene, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 294782
- Filed as: WILLIAM MADISON ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Abilene, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294782
- AdvisorCensus page: https://advisorcensus.com/firm/william-madison-advisors-inc-abilene-tx-294782

## Quick answers

**How is William Madison Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), William Madison Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is William Madison Advisors, Inc. located?**
William Madison Advisors, Inc.'s principal office is in Abilene, TX, according to its Form ADV.

**Is William Madison Advisors, Inc. registered with the SEC or a state?**
William Madison Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 294782.

**How much does William Madison Advisors, Inc. manage?**
William Madison Advisors, Inc. reports $497,702,053 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have William Madison Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for William Madison Advisors, Inc.: Regulatory assets under management: $357,925,283 in the October 2021 data and $497,702,053 in the October 2026 data, up 39%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does William Madison Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (357); high net worth individuals (137); corporations or other businesses not listed above (7).

**Which custodians does William Madison Advisors, Inc. use?**
William Madison Advisors, 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 William Madison Advisors, 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/294782

**What changed in William Madison Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $441,175,254 to $497,702,053 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### 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: $497,702,053
- Discretionary: $497,702,053
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 357 | $141,951,314 |
| High net worth individuals | 137 | $341,205,568 |
| Charitable organizations | 4 | $10,338,236 |
| Corporations or other businesses not listed above | 7 | $4,206,935 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- williammadison.com
- Facebook @willmadisonadv
- LinkedIn @williammadison
- X @WILLMADISONADV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $357,925,283 | 9 | March 24, 2021 |
| October 2022 | $420,241,421 | 10 | March 29, 2022 |
| October 2023 | $357,916,486 | 8 | March 29, 2023 |
| October 2024 | $397,353,162 | 8 | April 1, 2024 |
| October 2025 | $441,175,254 | 8 | March 31, 2025 |
| October 2026 | $497,702,053 | 8 | March 31, 2026 |

Regulatory assets under management: $357,925,283 in the October 2021 data and $497,702,053 in the October 2026 data, up 39%.
Total employees: 9 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $441,175,254 to $497,702,053 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. William Madison Advisors, Inc. (CRD 294782): Form ADV filing data as of October 2026.