William Madison Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$483,156,882
Clients
494
Advisors
3
of 8 employees
About
William Madison Advisors is a fee-only registered investment adviser that provides discretionary investment management, investment consultation, and personal financial planning to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, foundations, charitable organizations, and corporate entities. As of December 31, 2025 the firm reported discretionary management of approximately $498 million in client assets across about 494 client relationships.
The firm structures portfolios around a written Investment Policy Statement tailored to each client’s goals, risk tolerance, and time horizon, emphasizing long‑term asset allocation among equities, fixed income, and sub‑asset classes and using mutual funds, ETFs, individual securities and occasional structured products. Portfolio oversight is discretionary and monitored at least quarterly; the firm uses third‑party research, an internal investment committee and direct contact with outside managers as part of its due‑diligence and monitoring process.
Notable characteristics compared with many peers include a small advisory team (three registered advisers) responsible for a substantial asset base and client roster, resulting in a relatively large asset and client load per adviser for a firm of this size. The firm is affiliated with a co‑located public accounting practice (Carter & Beard, P.C.), and several advisors hold CPA and CFP credentials, allowing coordinated tax and planning discussions under separate engagements and the ability to manage certain held‑away retirement accounts via a third‑party platform.
Client services
Expertise
Occupation focus
Fee options
0.95% annually
Hourly rates vary depending on complexity and circumstances; specific amounts not stated
Fee-only: Investment management fees at 0.95% annually; hourly rates for consultation, financial planning, and personal financial planning services
Main office
6452 Central Park Blvd
Abilene TX 79606
Advisors at this office
3
Most active in
California · Oklahoma · Tennessee · Texas
Also doing business as
Carter Asset Management · William Madison Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Gregory O
Series 65
Abilene, TX
William Madison Advisors, Inc.
Gregory Oglesby is a Series 65-licensed financial advisor with William Madison Advisors, Inc. in Abilene, TX, where he has worked since 2019. He has six years of industry experience, including five years at Abilene Christian University prior to joining his current firm. William Madison Advisors is a fee-only registered investment adviser providing discretionary investment management, consultation, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes customized investment policy statements and long-term asset allocation, managing approximately $498 million in client assets across nearly 500 relationships.
Rachel E
CFP®
Abilene, TX
William Madison Advisors, Inc.
Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.
Cary B
CFP®, PFS™
Abilene, TX
William Madison Advisors, Inc.
Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.
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