William
Hawk

Fsam LLC

CRD#2494928
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Hawk is a financial advisor working in Alpharetta, Georgia with a total of 6 years of industry experience. Hawk is an employee of Fsam LLC. Throughout their career, Hawk has worked at Phorcys Capital Partners, LLC, First Southern Securities, LLC, First Southern Asset Management, LLC and Esh Capital, LLC. Hawk has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Georgia. Fsam LLC is a registered investment company that has its headquarters in Alpharetta, GA. The firm has a total of 15 employees. It administers $39 million in assets across its 118 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 118 accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on the financial services provided. However, fee types charged by Fsam LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1720 Windward Concourse Suite 115
Alpharetta, GA 30005

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fsam LLC Brokerage Details

Total Assets Under Management

$39,005,409

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

15

GA Average: 58
Total Number of Accounts

118

GA Average: 1,608
Average Account Size

$330,554

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Hawk Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

First Southern Asset Management, LLC

2016 - Present (8 years)

Esh Capital, LLC

2010 - Present (14 years)

First Southern Securities, LLC

2009 - Present (15 years)

Phorcys Capital Partners, 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 William Hawk 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 Fsam LLC

Norma Delgado Vicencio
Guaynabo, PR
Jose Colberg Iturregui
Guaynabo, PR
Brandon Warres
Alpharetta, GA
William Hawk
Alpharetta, GA
Vasileios Sfyris
Alpharetta, GA
Hector Martinez
Guaynabo, PR
Jaime Santiago Echandi
Guaynabo, PR

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started