Fee-only adviser · San Marcos, CA
McWilliams Asset Management Inc.
McWilliams Asset Management Inc. is a fee-only investment adviser registered with the securities regulators of California, Texas, with its main office in San Marcos, California. On its latest Form ADV, filed June 24, 2026, it reports $8.0M in regulatory assets under management, 27 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Texas |
|---|---|
| Firm CRD number | 331404 |
| Office | 1645 Milan Way San Marcos, CA 92078 |
| Phone | (858) 228-0618 |
| Website | Not listed |
| Regulatory assets under management | $8.0M |
| Individual clients | 19 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Marcos
- Cardiff Park Advisors $3.0B
- Anora Wealth $1.9M
- Hemispheres Investment Management $18M
See all 4 fee-only advisers in San Marcos →
Nearby
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- Vista 1 firm
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- Cardiff by the Sea 2 firms
- Cardiff-By-The-Sea 1 firm
- Solana Beach 4 firms
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