Bank / Wealth / TrustRIA · CRD 312253SEC-Registered

Updated:

Antoine Williams and Associates

Antoine Williams and Associates was established in 2021 in Shelburne, Vermont. It operates as a registered investment advisor serving multiple client...

Antoine Williams and Associates logo

Antoine Williams and Associates

Antoine Williams and Associates was established in 2021 in Shelburne, Vermont. It operates as a registered investment advisor serving multiple client categories. The firm focuses on investment advisory services that include retirement planning and portfolio management. No specific asset-class allocations, named holdings, or co-investors appear in available records. Client mandates span individuals and institutions within the United States. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been recorded. The firm follows a conventional RIA model with no disclosed hybrid structures, club memberships, or succession arrangements beyond standard advisory registration.

General information

Firm type

Wealth Manager

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Shelburne

Corporate office

Shelburne, VT, United States

Sector focus

Investment Advisory

Frequently asked questions

Who runs investment decisions at Antoine Williams and Associates?

No named principals or CIO appear in public records.

Does Antoine Williams and Associates participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

What investment stages does Antoine Williams and Associates typically target?

The firm provides portfolio management without disclosed stage preferences or venture allocations.

Where does the underlying wealth come from?

No wealth-origin disclosure exists for the firm or its clients.

Is Antoine Williams and Associates structured as a single family office?

Public records classify it as a registered investment advisor serving multiple client types, not a family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Shelburne Wealth Manager profiles