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Chaswil, Ltd. (Houston)


Chaswil, Ltd. is a large advisory firm based in Houston. It manages $243 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Chaswil provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chaswil: assets under management

The assets under management (AUM) of Chaswil, Ltd. is $243 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $243 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chaswil, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Charles A. Williams B Trust Owner 1 Dec 1998 75% - 100% 76-6113401

Based in Houston

The principal office where Chaswil, Ltd. performs its advisory services is located at 1221 Mckinney, Houston, TX 77010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-658-8989 or by fax 713-658-0807. The normal business hours are varies on Monday - Friday.


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