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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRECEDENT WEALTH PARTNERS, LLC

CRD 325203

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b15c4b7b-c1a5-114e-6e5d-8f86760349a2

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 9
On other graphs: 0
Observed: Mar 17, 2023 to Sep 16, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $685MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $653M
Private client RAUM: $685MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 18
RAUM per advisor: $38.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 790
Individual clients: 123
High net worth clients: 77
Custody, client assets: $264M
SEC number: 801-127678
CRD: 325203
Filings on the tape: 14
First filed: Mar 17, 2023
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, DE
Website: precedentwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GRANT JONATHAN WILLIAMS	Certified Financial Planner	HOUSTON, TX	3	10	2	no
GEORGE FRANKLIN WILLIAMS	Certified Financial Planner	HOUSTON, TX	3	53	2	no
JOSEPH HAROLD WILLIAMS	Certified Financial Planner\|Personal Financial Specialist	HOUSTON, TX	3	49	2	no
Andrew Robert Casey	Certified Financial Planner	HOUSTON, TX	3	11	n/a	no
Evan Terrell Darr	n/a	Houston, TX \| HOUSTON, TX	2	11	n/a	no
Adrienne Fox	n/a	Houston, TX \| HOUSTON, TX	2	13	n/a	no
Pamela Ann Hinton	n/a	HOUSTON, TX \| Fredericksburg, TX	2	12	n/a	no
Wanda Gail Williams	n/a	HOUSTON, TX \| Houston, TX	2	12	n/a	no
Sarah Eloise Williams	n/a	HOUSTON, TX	2	10	2	no
Heidi Jean Arneson	n/a	HOUSTON, TX \| KATY, TX	2	11	n/a	no
Neal Ray Stephenson	n/a	HOUSTON, TX	1	12	n/a	no
Kyle Evan Smith	n/a	Houston, TX \| HOUSTON, TX	1	11	n/a	no
Kristy Groth	n/a	HOUSTON, TX \| SPRING, TX	1	10	n/a	no
Sloane Elizabeth Bennett	n/a	HOUSTON, TX	1	11	n/a	no
Tatum Thompson Duffie	n/a	HOUSTON, TX	1	11	n/a	no
Jonathan Michael Crantz	n/a	HOUSTON, TX	1	23	n/a	no
Dallas Neal Trahern	n/a	KATY, TX \| HOUSTON, TX	0	17	n/a	no
LANTZ DARYLE BOWMAN	Certified Financial Planner	HOUSTON, TX	0	20	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PRECEDENT HOLDINGS LLC	Owner	E	yes	03/2023	Mar 17, 2023	Mar 21, 2024
WILLIAMS, GEORGE, FRANKLIN	Owner	C	yes	04/2023	Apr 21, 2023	Mar 21, 2024
WILLIAMS, GEORGE, FRANKLIN	FOUNDER, MANAGING DIRECTOR	Na	yes	04/2023	Apr 21, 2023	Mar 21, 2024
WILLIAMS, GRANT, JONATHAN	Owner	C	yes	04/2023	Apr 21, 2023	Mar 21, 2024
WILLIAMS, GRANT, JONATHAN	FOUNDER, MANAGING DIRECTOR	Na	yes	04/2023	Apr 21, 2023	Mar 21, 2024
WILLIAMS, JOSEPH, HAROLD	Owner	C	yes	04/2023	Apr 21, 2023	Mar 21, 2024
WILLIAMS, JOSEPH, HAROLD	FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Apr 21, 2023	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$685M	$653M	12	5	n/a	n/a
2024	Mar 21, 2025	$536M	$510M	6	4	n/a	n/a
2023	Mar 21, 2024	$379M	$360M	7	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$685M	$536M	27.9%	n/a	n/a	12	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LINSCOMB WEALTH, INC.	3	May 12, 2023	Apr 21, 2023	HOUSTON, TX	Team lift out	RIA to new firm	12.5%

Relationships

Registered with (18)

← LANTZ DARYLE BOWMANAdvisorregistration: current employment
May 19, 2026 to presentfactForm ADV
← Dallas Neal TrahernAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← Jonathan Michael CrantzAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Tatum Thompson DuffieAdvisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← Sloane Elizabeth BennettAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← Neal Ray StephensonAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Kyle Evan SmithAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Kristy GrothAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Heidi Jean ArnesonAdvisorregistration: current employment
Aug 14, 2024 to presentfactForm ADV
← Sarah Eloise WilliamsAdvisorregistration: current employment
Apr 4, 2024 to presentfactForm ADV
← Evan Terrell DarrAdvisorregistration: current employment
Mar 12, 2024 to presentfactForm ADV
← Adrienne FoxAdvisorregistration: current employment
Mar 12, 2024 to presentfactForm ADV
← Pamela Ann HintonAdvisorregistration: current employment
Mar 12, 2024 to presentfactForm ADV
← Wanda Gail WilliamsAdvisorregistration: current employment
Mar 12, 2024 to presentfactForm ADV
← Andrew Robert CaseyAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← GRANT JONATHAN WILLIAMSAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← GEORGE FRANKLIN WILLIAMSAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← JOSEPH HAROLD WILLIAMSAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV

Controls (4)

← WILLIAMS, GRANT, JONATHANOwnerOWNER, ownership code C, individual
Apr 21, 2023 to Mar 21, 2024factForm ADV
← WILLIAMS, GEORGE, FRANKLINOwnerOWNER, ownership code C, individual
Apr 21, 2023 to Mar 21, 2024factForm ADV
← WILLIAMS, JOSEPH, HAROLDOwnerOWNER, ownership code C, individual
Apr 21, 2023 to Mar 21, 2024factForm ADV
← PRECEDENT HOLDINGS LLCOwnerOWNER, ownership code E, domestic entity
Mar 17, 2023 to Mar 21, 2024factForm ADV

Moved with (1)

← LINSCOMB WEALTH, INC.Registered adviser3 advisors, team lift out, same day
May 12, 2023 to Apr 21, 2023factForm ADV

Dated events

Occurred
Mar 19, 2026
Regulatory AUM changed
Precedent Wealth Partners, Llc reported RAUM $685.0M, up 28% from $535.6M (2025-03-21 to 2026-03-19)
Form ADVobserved 6 days ago
$149M
Occurred
Mar 21, 2025
Regulatory AUM changed
Precedent Wealth Partners, Llc reported RAUM $535.6M, up 41% from $378.7M (2024-03-21 to 2025-03-21)
Form ADVobserved 6 days ago
$157M
Occurred
Mar 21, 2024
Regulatory AUM changed
Precedent Wealth Partners, Llc reported RAUM $378.7M, up 71% from $221.0M (2023-09-20 to 2024-03-21)
Form ADVobserved 6 days ago
$158M
Occurred
May 12, 2023
Team lift-out
3 advisors left Linscomb Wealth, Inc. (Houston, TX) for Precedent Wealth Partners, LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Apr 21, 2023
Control person left
Thomas Andrew Butte (Chief Compliance Officer) no longer on Schedule A of Precedent Wealth Partners, Llc (listed 2023-04-13, absent 2023-04-21)
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
Franklin George Williams (Founder, Managing Director) appeared on Schedule A of Precedent Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
Harold Joseph Williams (Founder, Managing Director, Chief Compliance Officer) appeared on Schedule A of Precedent Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
Jonathan Grant Williams (Founder, Managing Director) appeared on Schedule A of Precedent Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Mar 17, 2023
First Form ADV filing
Precedent Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b15c4b7b-c1a5-114e-6e5d-8f86760349a2
First observed: Mar 17, 2023
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRECEDENT WEALTH PARTNERS, LLC

CRD 325203

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b15c4b7b-c1a5-114e-6e5d-8f86760349a2

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GRANT JONATHAN WILLIAMS

Certified Financial Planner

HOUSTON, TX

GEORGE FRANKLIN WILLIAMS

Certified Financial Planner

HOUSTON, TX

JOSEPH HAROLD WILLIAMS

Certified Financial Planner|Personal Financial Specialist

HOUSTON, TX

Andrew Robert Casey

Certified Financial Planner

HOUSTON, TX

n/a

Evan Terrell Darr

n/a

Houston, TX | HOUSTON, TX

n/a

Adrienne Fox

n/a

Houston, TX | HOUSTON, TX

n/a

Pamela Ann Hinton

n/a

HOUSTON, TX | Fredericksburg, TX

n/a

Wanda Gail Williams

n/a

HOUSTON, TX | Houston, TX

n/a

Sarah Eloise Williams

n/a

HOUSTON, TX

Heidi Jean Arneson

n/a

HOUSTON, TX | KATY, TX

n/a

Neal Ray Stephenson

n/a

HOUSTON, TX

n/a

Kyle Evan Smith

n/a

Houston, TX | HOUSTON, TX

n/a

Kristy Groth

n/a

HOUSTON, TX | SPRING, TX

n/a

Sloane Elizabeth Bennett

n/a

HOUSTON, TX

n/a

Tatum Thompson Duffie

n/a

HOUSTON, TX

n/a

Jonathan Michael Crantz

n/a

HOUSTON, TX

n/a

Dallas Neal Trahern

n/a

KATY, TX | HOUSTON, TX

n/a

LANTZ DARYLE BOWMAN

Certified Financial Planner

HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PRECEDENT HOLDINGS LLC

Owner

yes

03/2023

Mar 17, 2023

Mar 21, 2024

WILLIAMS, GEORGE, FRANKLIN

Owner

yes

04/2023

Apr 21, 2023

Mar 21, 2024

WILLIAMS, GEORGE, FRANKLIN

FOUNDER, MANAGING DIRECTOR

yes

04/2023

Apr 21, 2023

Mar 21, 2024

WILLIAMS, GRANT, JONATHAN

Owner

yes

04/2023

Apr 21, 2023

Mar 21, 2024

WILLIAMS, GRANT, JONATHAN

FOUNDER, MANAGING DIRECTOR

yes

04/2023

Apr 21, 2023

Mar 21, 2024

WILLIAMS, JOSEPH, HAROLD

Owner

yes

04/2023

Apr 21, 2023

Mar 21, 2024

WILLIAMS, JOSEPH, HAROLD

FOUNDER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER

yes

04/2023

Apr 21, 2023

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$685M

$653M

n/a

2024

Mar 21, 2025

$536M

$510M

n/a

2023

Mar 21, 2024

$379M

$360M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$685M

$536M

27.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LINSCOMB WEALTH, INC.

May 12, 2023

Apr 21, 2023

HOUSTON, TX

Team lift out

RIA to new firm

12.5%