Williams Market Analytics LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Williams Market Analytics provides discretionary separately managed account (SMA) portfolio management to individuals, high‑net‑worth clients, and other registered investment advisers, and also operates a website-based advisory service that distributes daily and weekly market commentary and newsletters. The firm offers subscription access to that online content, with subscriptions sold through third‑party platforms such as Seeking Alpha.
The firm uses a combined fundamental and technical approach, relying on in‑house valuation metrics and systematic trading models to construct portfolios concentrated in listed securities and exchange‑traded funds, while also permitting investments in individual equities and fixed income when appropriate. It may employ derivatives—principally options—for hedging and risk‑management within SMAs and will engage in short selling only upon client request and where accounts are suitable; accounts are reviewed every trading day.
Noteworthy for its size and structure, the firm operates as a solo advisory practice with a small asset base and client roster, alongside a subscription revenue stream that is uncommon among independent advisors. The brochure also highlights a quantitative research background, adherence to the CFA Code of Ethics, and the firm’s use of a discount brokerage platform for trade execution and custody.
Client services
Expertise
Fee options
1.65% annually (0.1375% monthly)
$75 or $25 per month
Main office
Hilton Head SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Williams Market Analytics LLC · Williams Market Analytics, LLC · Williams, Seth Owen
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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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Bank
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Trust company
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Fund sponsor
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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.
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