Updated:Jun 3, 2026

McWilliams Asset Management

MCWILLIAMS ASSET MANAGEMENT INC. is a state-registered investment adviser in SAN MARCOS, CA. The firm manages approximately $3 million in regulatory assets.

McWilliams Asset Management

MCWILLIAMS ASSET MANAGEMENT INC. is a state-registered investment adviser in SAN MARCOS, CA. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Principals

McWilliams

Principal

What is McWilliams Asset Management?

McWilliams Asset Management is a asset manager based in United States.

Where is McWilliams Asset Management headquartered?

McWilliams Asset Management is headquartered in United States, in the North America region.

What does Altss track for McWilliams Asset Management?

Altss maintains an OSINT-verified profile of McWilliams Asset Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is McWilliams Asset Management?

McWilliams Asset Management is classified by Altss as a Asset Manager, operating from United States within the North America region.

How does Altss source intelligence on McWilliams Asset Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was McWilliams Asset Management's Altss profile last updated?

McWilliams Asset Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.