Blalock Williams, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$186,395,355
Clients
245
Advisors
2
across 2 offices
About
Blalock Williams provides discretionary investment management, financial planning, and retirement plan advisory services to a mix of individual and institutional clients, explicitly including high net worth individuals, trusts and estates, businesses, charitable organizations and bank or thrift institutions. The firm serves clients under written advisory agreements and reports managing approximately $242.6 million in client assets, the majority on a discretionary basis.
The Advisor’s investment process emphasizes fundamental analysis and a primarily long-term orientation, using ETFs, mutual funds, individual equities and bonds, and selectively utilizing alternative investments or structured products when appropriate. Blalock Williams also implements or oversees third‑party independent managers and third‑party access platforms for held‑away accounts, and monitors portfolios on an ongoing basis with formal reviews at least annually.
Noteworthy features in the brochure include the firm’s relatively large asset base for a two‑advisor shop and the explicit inclusion of bank or thrift institutions among its client types, an uncommon client segment for firms of this size. The brochure also highlights operational arrangements—participation on institutional platforms with Schwab and Pershing, licensed advisory personnel who may sell insurance products, and documented client communications and privacy practices (including SMS messaging)—that reflect an emphasis on servicing both retail and institutional relationships.
Client services
Expertise
Fee options
Financial planning services fixed annual engagement fee up to $4,000 per year, payable quarterly in arrears.
Main office
See office3065 Hwy. 63 S., Suite 101
Alexander City AL 35010
Advisors at this office
1
Offices (2)
Most active in
Alabama · Georgia · Louisiana · Texas
Also doing business as
Blalock Williams, LLC · Eagle Capital Group, LLC · Eagle Wealth Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Devereaux W
CFP®, Series 66
Alexander City, AL
Blalock Williams, LLC
Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.
John B
CFP®, Series 63, Series 66
Homewood, AL
Blalock Williams, LLC
John Blalock IV is a CFP® professional at Blalock Williams, LLC with 21 years of industry experience. His background includes roles at Ameritas Advisory Services, LLC and The Ascent Group, LLC, among others. Outside of advising, he is involved in independent insurance sales and owns a business entity used for accounting purposes. Blalock Williams provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including high net worth individuals, trusts, estates, businesses, charitable organizations, and bank or thrift institutions. The firm manages approximately $242.6 million in client assets, emphasizing fundamental analysis and a long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and selectively alternative investments.
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