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Advisor

Colby Ring

Duncan Williams Asset Management · Memphis, Tennessee

Colby Ring is a fee-only financial advisor at Duncan Williams Asset Management in Memphis, Tennessee. Colby focuses on retirement planning, estate & legacy planning and tax planning. Duncan Williams Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Specialties

Who they serve

  • Retirees
  • Pre-retirees
  • Founders

Facts

FirmDuncan Williams Asset Management
Based in Memphis, Tennessee
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$2.69B across 2,238 accounts
SEC registration Investment adviser representative in TN · CRD 8293989
Exams passedSeries 65 (2026)
Firm size21 employees
Disclosures None reported
Websitewww.dwassetmgmt.com

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Questions about Colby

Is Colby Ring a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Colby holds no broker registration, and Duncan Williams Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Colby charge for financial advice?

Colby's firm, Duncan Williams Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Colby Ring based?

Colby Ring is based in Memphis, Tennessee.

What does Colby specialize in?

Colby's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Colby works with retirees, pre-retirees and founders.

Is Colby Ring registered with the SEC?

Yes. Colby Ring is registered as an investment adviser representative in TN (CRD 8293989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Duncan Williams Asset Management manage?

Duncan Williams Asset Management reports $2.69B across 2,238 accounts in assets under management.

How do I contact Colby Ring?

Through Colby's website, www.dwassetmgmt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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