William Harris Purvis

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2022 → 12/2022
  The Vanguard Group, Inc.
  Dallas, TX
• 12/2017 → 12/2017
  Cspire
  Ridgeland, MS
• 05/2018 → 08/2020
  Bancorpsouth
  Jackson, MS
• 05/2020 → 01/2021
  Priorityone Bank
  Flowood, MS
• 05/2021 → 08/2021
  Priorityone Bank
  Ridgeland, MS
• 08/2017 → 12/2021
  Mississippi State University
  Mississippi State, MS
• 01/2022 → 05/2022
  Unemployed
  Ridgeland, MS
• 08/2011 → 05/2017
  Jackson Preparatory School
  Flowood, MS
• 05/2017 → 08/2017
  Unemployed
  Ridgeland, MS
• 01/2023 → 05/2026
  Lgt Financial Advisors Llc
  Dallas, TX
• 05/2026 → Present
  Weaver Capital Advisors
  Dallas, TX
• 05/2026 → Present
  Sowell Management
  Dallas, TX

Previous Registrations

• 2023-05-02 → 2026-05-06
  Lgt Financial Advisors Llc
  Dallas, TX

Other Businesses

1) Weaver and Tidwell, L.L.P. d/b/a Weaver Capital Advisors, L.L.C., 2300 North Field Street, Suite 1000, Dallas, TX 75201; Investment-Related; Investment Advisor; starting 05/2026; employed by Weaver and Tidwell working under affiliate Weaver Capital Advisors, which acts as a dba to market services including investment advisory services, which are offered through Sowell Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-01
• S63 Uniform Securities Agent State Law Examination
  2022-08-03

Other Names

• William Harris Purvis