John
Williams

Capital Directions LLC

CRD#3227126
Investment Advisor
in Atlanta, GA

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About this Advisor

John Williams is a certified financial planner who works out of Atlanta, Georgia who has 5 years of relevant experience. Williams works at Capital Directions LLC. Over the course of their career, Williams has held roles at Savant Wealth Management, Wealthguard Advisory Group, LLC, John L. Williams Iii, P.C and Capital Directions, LLC. Williams holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Georgia. Capital Directions LLC is a financial advisory company operating out of Atlanta, GA. The firm has a total of 25 financial advisors. It handles $4 billion in assets between its 4,832 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 12 charitable organizations. Of its 4,832 customer accounts, 32% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fee schedules vary depending on the services. However, fee types charged by Capital Directions LLC most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

400 Northridge Road Suite 350
Atlanta, GA 30350

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Capital Directions LLC Brokerage Details

Total Assets Under Management

$3,860,426,206

GA Average: $3,570,121,308
Total Number of Employees

25

GA Average: 58
Total Number of Accounts

4,832

GA Average: 1,608
Average Account Size

$798,929

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

John Williams Work History

John has been registered as a financial advisor for 5 years.*

2023 - Present (1 year)

Savant Wealth Management

1990 - Present (34 years)

John L. Williams Iii, P.C

2018 - 2023 (5 years)

Capital Directions, LLC

1998 - 2018 (20 years)

Wealthguard Advisory Group, LLC

*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 John 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 Capital Directions LLC

Nathan Pritchard
Atlanta, GA
John Williams
Atlanta, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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