William Chadwick Mckeithen

Employer firm

Smith Shellnut Wilson CRD 106235

$6.92B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Security ratings or pricing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 02/2022
  Duncan-Williams, Inc.
  Memphis, TN
• 03/2022 → Present
  Smith Shellnut Wilson
  Investment Adviser Representative, MS
• 02/2022 → Present
  Smith Shellnut Wilson
  Ridgeland, MS
• 06/2026 → Present
  B1Capital
  Ridgeland, MS

Other Businesses

B1Capital; Investment-Related; Ridgeland, MS; Broker-Dealer; Registered Representative; 06/2026; 80 hours per month; institutional fixed income sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-19
• S63 Uniform Securities Agent State Law Examination
  2009-07-15

Other Names

• Chad Mckeithen
• William Chad Mckeithen