William Ashby Hitt

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-30
DC	RA	APPROVED	2025-06-11

Branch Locations

1800 K St Nw, Washington, DC 20006 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	10/2021	Present
Millie's Spring Valley	Washington	DC	05/2021	01/2023
Bethesda Crabhouse	Bethesda	MD	04/2017	08/2018
Southern Methodist University	Dallas	TX	08/2018	08/2021
Unemployed	Kensington	MD	07/2014	04/2017

10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
05/2021 → 01/2023

Millie's Spring Valley

Washington, DC
04/2017 → 08/2018

Bethesda Crabhouse

Bethesda, MD
08/2018 → 08/2021

Southern Methodist University

Dallas, TX
07/2014 → 04/2017

Unemployed

Kensington, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-04