William
Cone

Dimensional Fund Advisors Lp

CRD#6707374
Investment Advisor
in Austin, TX

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About this Advisor

William Cone is a financial advisor whose office is in Austin, Texas. Currently a registered investment advisor at Dimensional Fund Advisors Lp, Cone has 10 years of experience as a registered investment advisor. Cone has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Cone is registered to work with investors based out of Texas. Over the course of their career, Cone has held roles at Dimensional Fund Advisors, Riata Corporate Group, Extended Travel, University Of Texas At Austin and Concho Resources. Dimensional Fund Advisors Lp is located in Austin, Texas, and has two other offices across the country. As a company, Dimensional Fund Advisors Lp manages $663 billion in assets across 462 accounts and retains more than 1,050 people. The firm's total assets under management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Dimensional Fund Advisors Lp can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

TX Average: $3,042,739,679
Total Number of Employees

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

William Cone Work History

William has 10 years of experience.

2016 - Present (4 years)

Dimensional Fund Advisors

2015 - 2015 (< 1 year)

Concho Resources

2014 - 2014 (< 1 year)

Extended Travel

2014 - 2016 (2 years)

University Of Texas At Austin

2010 - 2014 (4 years)

Riata Corporate Group

Disclosures

William Cone has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

Erin Searl
Austin, TX
Eric Gordon
Austin, TX
Kristopher Hicks
Austin, TX
Courtney Cavazos
Austin, TX
Sydney Goode
Austin, TX
Elle Mcnider
Austin, TX
Timothy Birch
Austin, TX
Stephen Rodriguez
Austin, TX

This content was compiled from the SEC and FINRA.

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