Hedge Fund Database

PRECEDENT WEALTH PARTNERS, LLC

Adviser information for PRECEDENT WEALTH PARTNERS, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 349 $359.7M
Non-Discretionary 36 $18.9M
Total 385 $378.7M

Clients

Type Number RAUM
Individuals 29 $23.6M
HNW Individuals 71 $355.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-127678
SEC ERA File Number 801-127678
SEC CIK Numbers 2008666
SEC CRD Numbers 325203
Legal Entity Identifier None

Principal Office

1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON
TX
United States
Monday - Friday, 8AM - 5PM
Tel: (713)244-6450, Fax: None

Websites

www.precedentwealth.com/ www.facebook.com/precedentwealthpartners www.linkedin.com/company/precedent-wealth-partners/ www.instagram.com/precedentwealthpartners/ twitter.com/i/flow/login?redirect_after_login=%2fprecedentwealth www.youtube.com/channel/ucuxpq8bzdihwqopycgogdsa

Chief Compliance Officer

J. HAROLD WILLIAMS
FOUNDER, MANAGING DIRECTOR
1800 WEST LOOP SOUTH
SUITE 1400
HOUSTON
TX
United States
Tel: 7132446450
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PRECEDENT HOLDINGS LLC Domestic Entity – OWNER 03/2023 > 75%
WILLIAMS, JOSEPH, HAROLD Individual – FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER 04/2023 < 5%
WILLIAMS, GEORGE, FRANKLIN Individual – FOUNDER, MANAGING DIRECTOR 04/2023 < 5%
WILLIAMS, GRANT, JONATHAN Individual – FOUNDER, MANAGING DIRECTOR 04/2023 < 5%
WILLIAMS, JOSEPH, HAROLD Individual PRECEDENT HOLDINGS LLC OWNER 04/2023 25-50%
WILLIAMS, GEORGE, FRANKLIN Individual PRECEDENT HOLDINGS LLC OWNER 04/2023 25-50%
WILLIAMS, GRANT, JONATHAN Individual PRECEDENT HOLDINGS LLC OWNER 04/2023 25-50%

No. Employees, Historic

10502023202420255 on 3/17/20235 on 3/17/20235 on 3/24/20235 on 3/31/20235 on 4/10/20235 on 4/13/20235 on 4/21/20235 on 8/9/20237 on 9/20/20237 on 3/21/20247 on 3/21/2024

RAUM, Historic

400M200M02023202420250 on 3/17/20230 on 3/17/20230 on 3/24/20230 on 3/31/20230 on 4/10/20230 on 4/13/20230 on 4/21/2023221030276 on 8/9/2023221030276 on 9/20/2023378670400 on 3/21/2024378670400 on 3/21/2024

No. Clients, Historic

1005002023202420250 on 3/17/20230 on 3/17/20230 on 3/24/20230 on 3/31/20230 on 4/10/20230 on 4/13/20230 on 4/21/202345 on 8/9/202345 on 9/20/2023100 on 3/21/2024100 on 3/21/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 900K 9K –
ABBVIE INC COM 1M 8K –
ACCENTURE PLC IRELAND SHS CLASS A 1M 4K –
AIR PRODS & CHEMS INC COM 607K 2K –
ALPHABET INC CAP STK CL A 629K 3K –
ALPHABET INC CAP STK CL C 663K 4K –
AMAZON COM INC COM 1M 6K –
AMERICAN EXPRESS CO COM 468K 2K –
AMERICAN TOWER CORP NEW COM 237K 1K –
AMGEN INC COM 2M 5K –
APPLE INC COM 4M 18K –
AUTOMATIC DATA PROCESSING IN COM 984K 4K –
BANK AMERICA CORP COM 1M 29K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 244K 600 –
BLACKROCK INC COM 1M 1K –
BROADCOM INC COM 3M 2K –
CHEVRON CORP NEW COM 2M 10K –
CISCO SYS INC COM 1M 27K –
CLOROX CO DEL COM 927K 7K –
COMCAST CORP NEW CL A 696K 18K –
COSTCO WHSL CORP NEW COM 356K 419 –
CUMMINS INC COM 1M 4K –
DOMINION ENERGY INC COM 526K 11K –
DUKE ENERGY CORP NEW COM NEW 849K 8K –
EXXON MOBIL CORP COM 2M 20K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 242K 5K –
FIDELITY NATL INFORMATION SV COM 316K 4K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 669K 13K –
HERSHEY CO COM 697K 4K –
HOME DEPOT INC COM 871K 3K –
ILLINOIS TOOL WKS INC COM 631K 3K –
INTERNATIONAL BUSINESS MACHS COM 202K 1K –
INTUIT COM 337K 512 –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN 1M 58K –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 32 MUN 322K 13K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 MUNI 928K 37K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 1M 53K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 1M 54K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 1M 58K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 1M 59K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 1M 59K –
INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 1M 59K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 5M 122K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 270K 14K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 6M 134K –
INVESCO QQQ TR UNIT SER 1 554K 1K –
ISHARES TR CORE S&P MCP ETF 13M 220K –
ISHARES TR CORE S&P500 ETF 11M 21K –
ISHARES TR IBDS DEC28 ETF 3M 115K –
ISHARES TR IBONDS 27 ETF 3M 119K –
ISHARES TR IBONDS DEC 2030 3M 128K –
ISHARES TR IBONDS DEC 2031 3M 135K –
ISHARES TR IBONDS DEC 2032 610K 25K –
ISHARES TR IBONDS DEC 29 3M 125K –
ISHARES TR IBONDS DEC2026 3M 118K –
ISHARES TR IBONDS DEC24 ETF 2M 83K –
ISHARES TR IBONDS DEC25 ETF 3M 110K –
ISHARES TR INTL SEL DIV ETF 1M 52K –
ISHARES TR MSCI EAFE ETF 10M 130K –
ISHARES TR NATIONAL MUN ETF 5M 51K –
ISHARES TR RUS 1000 ETF 2M 8K –
ISHARES TR RUS 1000 GRW ETF 301K 825 –
ISHARES TR RUS 1000 VAL ETF 2M 13K –
ISHARES TR SELECT DIVID ETF 1M 12K –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 940K 17K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 546K 10K –
JOHNSON & JOHNSON COM 1M 7K –
JPMORGAN CHASE & CO COM 2M 9K –
KINDER MORGAN INC DEL COM 1M 55K –
KROGER CO COM 854K 17K –
LAM RESEARCH CORP COM 2M 2K –
LOCKHEED MARTIN CORP COM 1M 2K –
MASTERCARD INCORPORATED CL A 227K 515 –
MCDONALDS CORP COM 1M 5K –
MERCK & CO INC COM 1M 9K –
META PLATFORMS INC CL A 552K 1K –
METLIFE INC COM 1M 15K –
MICROSOFT CORP COM 4M 8K –
NORFOLK SOUTHN CORP COM 497K 2K –
NVIDIA CORPORATION COM 1M 11K –
OWENS CORNING NEW COM 929K 5K –
OXFORD INDS INC COM 445K 4K –
PEPSICO INC COM 1M 7K –
PHILIP MORRIS INTL INC COM 900K 9K –
PNC FINL SVCS GROUP INC COM 664K 4K –
QUALCOMM INC COM 1M 7K –
SCHWAB STRATEGIC TR US BRD MKT ETF 250K 4K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 513K 7K –
SCHWAB STRATEGIC TR US LCAP GR ETF 317K 3K –
SELECT SECTOR SPDR TR ENERGY 2M 25K –
SELECT SECTOR SPDR TR FINANCIAL 216K 5K –
SELECT SECTOR SPDR TR SBI CONS DISCR 330K 2K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 332K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 416K 2K –
SPDR INDEX SHS FDS EURO STOXX 50 643K 13K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3M 5K –
SPDR SER TR PORTFOLIO AGRGTE 2M 68K –
SPDR SER TR PORTFOLIO S&P400 4M 78K –
SPDR SER TR PORTFOLIO S&P600 1M 32K –
SPDR SER TR RUSSELL YIELD 240K 2K –
SPDR SER TR S&P DIVID ETF 8M 60K –
STARBUCKS CORP COM 592K 8K –
STELLAR BANCORP INC COM 367K 16K –
STRYKER CORPORATION COM 405K 1K –
TARGET CORP COM 302K 2K –
TEXAS INSTRS INC COM 1M 6K –
TRACTOR SUPPLY CO COM 305K 1K –
UNITED PARCEL SERVICE INC CL B 798K 6K –
VANGUARD BD INDEX FDS INTERMED TERM 5M 71K –
VANGUARD INDEX FDS EXTEND MKT ETF 799K 5K –
VANGUARD INDEX FDS GROWTH ETF 376K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INDEX FDS SM CP VAL ETF 679K 4K –
VANGUARD INDEX FDS TOTAL STK MKT 22M 82K –
VANGUARD MUN BD FDS TAX EXEMPT BD 948K 19K –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 407K 2K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 315K 2K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 10M 205K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 10K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 2M 28K –
VANGUARD WORLD FD ENERGY ETF 341K 3K –
VERIZON COMMUNICATIONS INC COM 563K 14K –
VISA INC COM CL A 384K 1K –
WILLIAMS COS INC COM 363K 9K –
WILLIAMS SONOMA INC COM 2M 6K –
WISDOMTREE TR EMER MKT HIGH FD 602K 14K –
WISDOMTREE TR EMER MKT HIGH FD 532K 8K –
WISDOMTREE TR US HIGH DIVIDEND 5M 62K –
WISDOMTREE TR US LARGECAP DIVD 282K 4K –
WISDOMTREE TR US MIDCAP DIVID 12M 263K –
WISDOMTREE TR US S CAP QTY DIV 1M 26K –
WISDOMTREE TR US SMALLCAP FUND 649K 14K –
ZOETIS INC CL A 686K 4K –