Beau
Williams
Captrust
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About this Advisor
Beau Williams is a chartered financial analyst based out of Birmingham, Alabama with 3 years of industry experience. Williams is currently employed by Captrust. Throughout their career, they have worked at Capfinancial Partners, LLC. (Captrust) and Welch Hornsby & Welch, Inc. Williams maintains a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Alabama. Captrust is a financial advisory firm based out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 advisors. It has $715 billion in assets between its 76,254 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in investable assets. Captrust offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely vary depending on the type of financial services offered. Fee types charged by Captrust likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Beau Williams Work History
Beau has been registered as a financial advisor for 3 years.*
Capfinancial Partners, LLC. (Captrust)
Welch Hornsby & Welch, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Beau Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Leesburg, VA
Raleigh, NC
Clarkston, MI
Brentwood, TN
Bethlehem, PA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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