Unclaimed Profile

William Franklin Woodall

CAPITAL STRATEGIES INVESTMENT GROUP LLC·OAKBROOK TERRACE, Illinois

Clean recordCAPITAL STRATEGIES INVESTMENT GROUP LLC

ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL 60181CRD# 4367091Firm CRD# 150091

Profile Verification

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

Identity

William Franklin Woodall · OAKBROOK TERRACE, IL

Registration

CRD #4367091 · CAPITAL STRATEGIES INVESTMENT GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Franklin Woodall is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with CAPITAL STRATEGIES INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL STRATEGIES INVESTMENT GROUP LLC

CAP STRAT

AUM

$19.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL STRATEGIES INVESTMENT GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4367091

Firm CRD# 150091

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Franklin Woodall offer?

William Franklin Woodall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are William Franklin Woodall's credentials?

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

Where is William Franklin Woodall located?

William Franklin Woodall is based in OAKBROOK TERRACE, Illinois, working with CAPITAL STRATEGIES INVESTMENT GROUP LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does William Franklin Woodall charge for services?

William Franklin Woodall'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 CAPITAL STRATEGIES INVESTMENT GROUP LLC?

CAPITAL STRATEGIES INVESTMENT GROUP LLC has approximately 22 employees and manages $19.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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