Unclaimed Profile

William Townson Grasty

LAKEVIEW CAPITAL PARTNERS, LLC·ATLANTA, Georgia

Series 7, Series 63, Series 65Clean record20 years registeredLAKEVIEW CAPITAL PARTNERS, LLC

1201 PEACHTREE STREET NE, ATLANTA, GA 30361CRD# 3090316Firm CRD# 165931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Townson Grasty · ATLANTA, GA

Registration

CRD #3090316 · LAKEVIEW CAPITAL PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

THE FIDUCIARY ALLIANCE

Aug 2024 – present

BISON WEALTH, LLC

Sep 2013 – Aug 2024

Charlotte, NC

KINGFISHER CAPITAL, LLC

Jun 2009 – Oct 2013

CHARLOTTE, NC

WEALTHTRUST ADVISORS

Jan 2007 – Jun 2009

CHARLOTTE, NC

WEALTHTRUST ADVISORS

Aug 2005 – Jan 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 25, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON WEALTH, LLC

CRD 165931 · SEC 801-78287

AUM

$1.6B

Regulatory assets under management

Employees

4,347 client accounts

Services offered by BISON WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does William Townson Grasty offer?

William Townson Grasty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are William Townson Grasty's credentials?

William Townson Grasty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Townson Grasty located?

William Townson Grasty is based in ATLANTA, Georgia, working with LAKEVIEW CAPITAL PARTNERS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does William Townson Grasty charge for services?

William Townson Grasty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAKEVIEW CAPITAL PARTNERS, LLC?

LAKEVIEW CAPITAL PARTNERS, LLC has approximately 47 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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