SourcingSourcing

BLALOCK WILLIAMS, LLC

C45
CRD 325465·SEC 801-129757·ALEXANDER CITY, AL
AUM
$242.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$728K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLALOCK WILLIAMS, LLC
CRD
325465
SEC file #
801-129757
EIN
922497329
DBA names
—

Economics

AUM
$242.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$176.2M → $242.6M▲ +38%
Client mix
Individuals Other197
Individuals High Net Worth48
Pension Profit Sharing Plans22
Corporations5

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ALEXANDER CITY AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
facebook.com/blalockwilliams(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Blalock, John, Butler
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Blalock, John, Butler
Williams, Devereaux, Lee
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:blalockwilliams.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002092331
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-10-28
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001951757-26-000866

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1462
Soi Zip Pct 200k Plus
0.0387
Soi Zip Returns 200k Plus
310
Soi Zip Total AGI
528,992
Fdic Zip Total Deposits
13,099,665,000
Fdic Zip Branch Count
210
Fdic Zip Top Banks
Aliant Bank
Valley National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Edgar Addresses
Mailing
175 ALIANT PARKWAYALEXANDER CITY, AL 35010
Business
175 ALIANT PARKWAYALEXANDER CITY, AL 35010
Edgar EIN
922497329
Edgar Recent Filings
13F-HR2026-05-14 · 0001951757-26-000866
13F-HR2026-02-02 · 0001951757-26-000331
Fdic Zip Branches Raw
First Alabama BankAlexander City, AL
The First National Bank of Alexander CityAlexander City, AL
Fdic Zip HHI
1403.2
Fdic Zip Top Bank Share Pct
27.98
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,682
Returns2,790
Stub 2
AGI81,397
Returns2,270
Stub 3
AGI70,427
Returns1,160
Soi Zip Total Business Income
16,306
Soi Zip Total Cap Gains
29,759
Soi Zip Total Dividends
11,577
Soi Zip Total Returns
8,000
Top Owner CRD
5038926
Trust Company Affiliate
No

People (4)

4
Blalock, John, Butler
IAR · Direct Owner · 62.5%
5038926
Williams, Devereaux, Lee
IAR · Direct Owner · 62.5%
6847309
Lacey, Laura, Henderson
Executive Officer · 2.5%
6625183
MOMAN, ELIZABETH, ASHLEY
Executive Officer · 2.5%
7119210