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William Louis Culbertson

BASTIAT CAPITAL, LLC·PLANO, Texas
Clean recordBASTIAT CAPITAL, LLC
5700 GRANITE PARKWAY, PLANO, TX 75024CRD# 5124044Firm CRD# 140204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Louis Culbertson · PLANO, TX
Registration
CRD #5124044 · BASTIAT CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Louis Culbertson is a registered financial advisor based in PLANO, Texas, affiliated with BASTIAT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BASTIAT CAPITAL, LLC
BASTIAT CAPITAL, LLC
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BASTIAT CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5124044
Firm CRD# 140204
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Louis Culbertson offer?
William Louis Culbertson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are William Louis Culbertson's credentials?
William Louis Culbertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Louis Culbertson located?
William Louis Culbertson is based in PLANO, Texas, working with BASTIAT CAPITAL, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does William Louis Culbertson charge for services?
William Louis Culbertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASTIAT CAPITAL, LLC?
BASTIAT CAPITAL, LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BASTIAT CAPITAL, LLC

Manuel Anthony Sanchez
PLANO, TX
Nicole L. Sanchez
PLANO, TX
Albert Johan Meyer
PLANO, TX

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