# Williams 360 Financial Advisory, LLC

> Williams 360 Financial Advisory, LLC is a state-registered investment advisory firm, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 22, 2026.

- CRD: 175485
- Filed as: WILLIAMS 360 FINANCIAL ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175485
- AdvisorCensus page: https://advisorcensus.com/firm/williams-360-financial-advisory-llc-175485

## Quick answers

**How is Williams 360 Financial Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Williams 360 Financial Advisory, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Williams 360 Financial Advisory, LLC registered with the SEC or a state?**
Williams 360 Financial Advisory, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175485.

**How much does Williams 360 Financial Advisory, LLC manage?**
Williams 360 Financial Advisory, LLC reports $40,281,000 in regulatory assets under management in its Form ADV filing dated March 22, 2026 (100% discretionary).

**What types of clients does Williams 360 Financial Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (5).

**Does Williams 360 Financial Advisory, 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/175485

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,281,000
- Discretionary: $40,281,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $146,000 |
| High net worth individuals | 8 | $40,135,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- williams360.financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Williams 360 Financial Advisory, LLC (CRD 175485): Form ADV filing data as of October 2026.