Duncan-Williams
Duncan-Williams is a private, Memphis-based investment bank founded in 1969 that historically offered capital markets, bond trading, public finance, and advisory services, and now appears to operate as part of SouthState Bank's securities platform based on shared client portal infrastructure.
- Company typePrivate
- Founded1969
- HeadquartersMemphis, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Duncan-Williams does
Duncan-Williams is a private investment banking firm headquartered in Memphis, Tennessee, founded in 1969. The company operates in capital markets, offering investment banking services to issuers and institutional clients; its core functional areas historically include bond sales and trading, public finance / municipal underwriting, and strategic advisory. The firm employs between 101 and 250 people based in the United States.
The only third-party web presence referenced in the data is a NetXInvestor client login portal hosted at duncanwilliams.netxinvestor.com, which is also surfaced as a client login link on the SouthState Securities website. SouthState Securities Corp. is described as a wholly owned subsidiary of SouthState Bank, N.A., registered with FINRA and SIPC, offering bond sales and trading, strategy, and public finance services. The reuse of the duncanwilliams.netxinvestor.com subdomain on SouthState Securities' site is the strongest signal that Duncan-Williams has been acquired by or merged into SouthState Bank, with the Duncan-Williams brand and client accounts retained within the SouthState Securities platform.
No information is available on pricing models, customer segmentation, product technology stack, management team, funding history, or financial performance. Revenue mechanics for an investment bank of this profile would typically include underwriting fees, trading commissions and markups, and advisory retainers, but specific economics for Duncan-Williams are not disclosed in the source data.
Duncan-Williams firmographics
Firmographics- Name
- Duncan-Williams
- Website
- https://duncanwilliams.com
- Company type
- Private
- Founded year
- 1969
- Headcount range
- 101–250 employees
- Short description
- Duncan-Williams is a private, Memphis-based investment bank founded in 1969 that historically offered capital markets, bond trading, public finance, and advisory services, and now appears to operate as part of SouthState Bank's securities platform based on shared client portal infrastructure.
- Ownership category
- akta.pro rank
Duncan-Williams industry classification
Industry- Product category
- Investment Banking
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (52394)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
Keywords
Where Duncan-Williams is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Markets served
Duncan-Williams business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Duncan-Williams product offering
Product offeringCore offering
Duncan-Williams is an investment banking company that provides investment banking services, including bond sales and trading, public finance advisory, and strategic solutions for institutional clients. The firm was founded in 1969 and is headquartered in Memphis, Tennessee, serving as a registered broker-dealer offering debt capital markets services.
Differentiator
Problem solved
Functional benefit
Products and services
- Bond Sales & Trading
- Public Finance
- Strategy / Strategic Solutions
Companies that use Duncan-Williams
Customer profileIdeal customer profiles2 records
Duncan-Williams technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Duncan-Williams partnerships and signals
Strategic signalRecent moves1 record
Duncan-Williams competitors and assessment
Company assessmentDirect peers
- Hilltop Securities: Bank-affiliated broker-dealer focused on public finance, fixed income sales/trading, and strategy for institutional and municipal clients; directly comparable to Duncan-Williams' bond-trading and public-finance franchise.
- Crews & Associates: Mid-size broker-dealer specializing in public finance, institutional fixed-income sales/trading, and bank strategies; closely comparable in scale, regional focus, and product mix to Duncan-Williams' legacy business.
- FHN Financial: Capital markets division of First Horizon Bank offering fixed-income sales/trading, public finance, and balance-sheet management advice to bank and institutional clients — directly comparable focus and regional banking clientele.
- D.A. Davidson & Co. Employee-owned regional broker-dealer with public finance, fixed-income, and investment banking groups serving bank and municipal clients; directly comparable mid-size regional peer to the Duncan-Williams franchise.
- Hutchinson, Shockey, Erley & Co. Chicago-based fixed-income broker-dealer focused on bank and institutional clients with public finance and trading capabilities; similar mid-size, fixed-income-led profile to the legacy Duncan-Williams business.
Broad incumbents
- Raymond James Financial: Diversified financial services firm with investment banking, public finance, and fixed-income capital markets capabilities; competes for the same institutional and municipal mandates and bank-client relationships.
- Stifel Financial Corp. Full-service broker-dealer with a sizable public finance and fixed-income capital markets group; competes for the same institutional and municipal mandates though at significantly greater scale.
- Robert W. Baird & Co. Employee-owned investment bank with public finance, fixed-income, and equity capital markets offerings; larger but serving comparable bank-treasury and municipal issuer clientele.
- Piper Sandler Companies: Public middle-market investment bank with strong public finance and fixed-income capital markets practice, serving similar bank and municipal clients across a national footprint.
- SouthState Securities Corp. Wholly owned broker-dealer subsidiary of SouthState Bank, N.A. that has absorbed Duncan-Williams' franchise in Memphis, offering bond sales & trading, public finance, and strategy advisory to institutional clients in the same product set.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
Duncan-Williams social profiles
Digital presenceDuncan-Williams financial estimates
Financial estimateRevenue estimate
Valuation estimate
Duncan-Williams leadership team
Management profileNumber of profiles
Duncan-Williams funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Duncan-Williams M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Duncan-Williams
What does Duncan-Williams do?
Duncan-Williams is an investment banking company that provides investment banking services, including bond sales and trading, public finance advisory, and strategic solutions for institutional clients. The firm was founded in 1969 and is headquartered in Memphis, Tennessee, serving as a registered broker-dealer offering debt capital markets services.
When was Duncan-Williams founded?
Duncan-Williams was founded in 1969. It employs 101 to 250 people.
Where is Duncan-Williams based?
Duncan-Williams is headquartered in Memphis, United States, in the North America region.
Who are Duncan-Williams's main competitors?
Direct peers on record are Hilltop Securities, Crews & Associates, FHN Financial, D.A. Davidson & Co. and Hutchinson, Shockey, Erley & Co.. Broad incumbents are Raymond James Financial, Stifel Financial Corp., Robert W. Baird & Co., Piper Sandler Companies and SouthState Securities Corp..
Does Duncan-Williams have an API?
No public API is recorded for Duncan-Williams.
What industry is Duncan-Williams in?
Duncan-Williams's product category is Investment Banking. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAJANAE, Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing). Its NAICS code is 523 and its SIC code is 6211.