Elizabeth Moman is a control person of Blalock Williams and directly owns under 5% of it.
Blalock Williams is an investment adviser based in Alexander City, AL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $243 million, as filed on 3 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7119210
- Firm
- Blalock Williams · CRD 325465
- Role
- Chief Operating Officer
- In role since
- February 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Alexander City, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Moman work?
Elizabeth Moman has been Chief Operating Officer of Blalock Williams, LLC since February 2023, and is a control person of the firm.
How can I verify Elizabeth Moman’s record?
Elizabeth Moman’s role is listed on Blalock Williams, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 325465.