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William Louis Culbertson

BASTIAT CAPITAL, LLC·PLANO, Texas
Unclaimed Profile
5700 GRANITE PARKWAY, PLANO, TX 75024CRD# 5124044Firm CRD# 140204
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
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
No disclosures on file
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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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