FAMILY WMS, LLC
CRD #126456 SEC #801-61987 ATHENS, GA 404-961-1051
SEC Registered
Total AUM
$581.4M
Discretionary
$329.7M
Employees
8
Clients
25
Accounts
570
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COX, NANCY, ELLEN | I | ASSISTANT TREASURER/SECRETARY | NA | Control |
| COX, NANCY, ELLEN | I | ASSISTANT TREASURER/SECRETARY | NA | Control |
| COX, NANCY, ELLEN | I | ASSISTANT TREASURER/SECRETARY | NA | Control |
| COX, NANCY, ELLEN | I | ASSISTANT TREASURER/SECRETARY | NA | Control |
| COX, NANCY, ELLEN | I | ASSISTANT TREASURER/SECRETARY | NA | Control |
| COX, NANCY, ELLEN | I | ASSISTANT TREASURER/SECRETARY | NA | Control |
| GREGORY-SUGRUE, DEBRA, ANN | I | DIRECTOR OF GEORGIA | NA | |
| GREGORY-SUGRUE, DEBRA, ANN | I | DIRECTOR OF GEORGIA | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| HOUSE, STEVEN, E. | I | DIRECTOR OF TAX | NA | |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | D | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| PALMER, DAN, M. | I | CHAIRMAN | C | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CCO | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CHIEF COMPLIANCE OFFICER | B | Control |
| BEACH-ALLEN, LESLIE, WHITE | I | PRESIDENT, CIO, CCO | B | Control |
| BEACH-ALLEN, LESLIE, WHITE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| BEACH-ALLEN, LESLIE, WHITE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| BEACH-ALLEN, LESLIE, WHITE | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| SHOWS, SCOTT, ALAN | I | CHIEF FINANCIAL OFFICER | B | Control |
| VAUGHN, BRIAN, LEE | I | CHIEF EXECUTIVE OFFICER | B | Control |
Registrations
Federal
IA
Feb 10, 2025 REGISTERED
Notice Filings (11)
AR FL GA LA MN MS NH NY SC TN TX
Address
490 N. MILLEDGE AVEATHENS, GA 30601
United States
Phone: 404-961-1051