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William Thomas Mcgough

Prime Capital Financial

Palmetto, GA

Overland Park, KS

Overland Park, KS

CRD 5282664

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Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Prime Capital Financial

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-06-05
KS RA APPROVED 2023-04-10
  • GA RA
    APPROVED
    Since 2023-06-05
  • KS RA
    APPROVED
    Since 2023-04-10

Branch Locations

Palmetto, GA • United States

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prime Capital Investment Advisors, Llc Overland Park KS 04/2023 01/2025
Prime Capital Financial Overland Park KS 01/2026 Present
Prime Capital Financial Overland Park KS 01/2025 01/2026
Benetic, Inc. Watkinsville GA 11/2021 11/2022
Stadion Money Management Watkinsville GA 08/2018 06/2021
Evolve Analytics Watkinsville GA 06/2021 Present
Stadion Money Management Watkinsville GA 01/2010 08/2018
  • 04/2023 → 01/2025
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 01/2026 → Present
    Overland Park, KS
  • 01/2025 → 01/2026
    Overland Park, KS
  • 11/2021 → 11/2022
    Benetic, Inc.
    Watkinsville, GA
  • 08/2018 → 06/2021
    Stadion Money Management
    Watkinsville, GA
  • 06/2021 → Present
    Evolve Analytics
    Watkinsville, GA
  • 01/2010 → 08/2018
    Stadion Money Management
    Watkinsville, GA
Previous Registrations
Other Businesses

1) Prime Capital Investment Advisors, LLC (Prime Capital Financial) is 100% owned by CHHSZ Holdings, LLC. Will McGough is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company's profits. 2) EVOLVE ANALYTICS. INVESTMENT-RELATED. 3651 MARS HILL ROAD, STE 2700, WATKINSVILLE, GA 30677.CONSULTING.CONSULTANT. 06/2021. 0-2 HOURS/ MONTH SPENT, 0 HOURS DURING TRADING. EVOLVE ANALYTICS IS A FULL-SERVICE CAPITAL MARKETS AND ASSET/WEALTH MANAGEMENT CONSULTING PRACTICE FOCUSED PRIMARILY ON KEY FUNCTIONAL AND OPERATIONAL AREAS FOR STRATEGY AND TRANSFORMATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-24
  • S65 Uniform Investment Adviser Law Examination
    2007-08-24
Designations
  • Chartered Financial Analyst
Other Names
  • William Thomas Mcgough
  • William Mcgough
  • Will Mcgough

View on SEC IAPD

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