AdvisorOS Directory
Claim Profile
Unclaimed Profile
WC

William Louis Culbertson

BASTIAT CAPITAL, LLC·PLANO, Texas
Series 65Clean record20 years registeredBASTIAT 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 · 20 years registered
Brand Profile
Not yet started
01

Career History

MINDSTATE CAPITAL LLC
Jul 2022 – present
BASTIAT CAPITAL, LLC
May 2006 – Feb 2022
PLANO, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 16, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BASTIAT CAPITAL, LLC
CRD 140204 · SEC 801-120878
AUM
$107M
Regulatory assets under management
Employees
4
75 client accounts
Services offered by BASTIAT CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BASTIAT CAPITAL, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BASTIAT CAPITAL, LLC

Albert Johan Meyer
PLANO, TX

More Advisors in PLANO, Texas

Taylor Ross Herzog
TYTHON CAPITAL, LLC·PLANO, TX
CFA
Brandon Lance Troegle
HILLCREST ASSET MANAGEMENT LLC·PLANO, TX
Mark Evan Mitchell
CAPROCK CAPITAL, LLC·PLANO, TX
Jeffrey Matthew Moss
MOSS, LUSE & WOMBLE, LLC·PLANO, TX
Kenneth Alfred Moraif
RPOA ADVISORS, INC.·PLANO, TX
Richard Barry Freeman
BBAE ADVISORS LLC·PLANO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile