AdFi
CW

Constellation Wealth Advisors

SEC Registered
Assets Under Management
$5B–$25B
Office Locations
3 offices
Total Accounts
2095

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsCorporations

Services

Private funds / alternatives
Private Equity

Leadership

Patrick Alan Lafley
MANAGING PARTNER & CO-FOUNDER
John Marshall Williams
MANAGING PARTNER & CO-FOUNDER
Patrick Daniel Hayes
CHIEF COMPLIANCE OFFICER
Llc Pal Qcg Holdings
MEMBER
Llc Votum
MEMBER
Patrick Alan Lafley
MEMBER & SOLE MANAGER
Kelly Anne Bonnell
CHIEF OPERATING OFFICER
James Wilton Taylor
CHIEF FINANCIAL OFFICER

Office locations

3 offices in 2 states
OH
CincinnatiHQ
OH
Cincinnati
TN
Franklin

Advisors at this firm

15 advisors in the directory

Regulatory & compliance

CRD number
#147253
SEC Number
801-69216
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Performance-based / Subscription
Minimum: $2,000,000 (waivable)

Data as of July 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Constellation Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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