Duncan Williams Asset Management was born out of Duncan-Williams, Inc., a Memphis institution since 1969, and founded in 2015 on a simple idea: Memphis families deserved a fiduciary advisor who knew them by name, knew the local landscape, and could build wealth strategies that actually fit the way Memphis lives.
In the decade since, we've grown that idea into a practice that now stewards over $3 billion in assets for families, business owners, and non-profits across Memphis and the Mid-South, while staying true to our independent roots.
Newsweek and USA Today have recognized us as one of the top RIAs in Memphis, TN. We're proud of the recognition, but it's the long-term relationships (many spanning generations) that we measure success by.
We're a Registered Investment Advisor, which means a legal fiduciary duty to act in your best interest. Our Form ADV Part 2A and Form CRS explain how we are paid and the conflicts of interest that creates.