William Blair Chilton

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2024 → 10/2024
  Yuma Investment Group Wealth Management
  Yuma, AZ
• 06/2022 → 08/2024
  Oliver Smith Jeweler
  Scottsdale, AZ
• 12/2021 → 06/2022
  Williams Luxury Homes
  Scottsdale, AZ
• 09/2020 → 12/2021
  Hyde Park Jewelers
  Scottsdale, AZ
• 06/2020 → 09/2020
  Cabelas
  Glendale, AZ
• 09/2024 → Present
  Cwm, Llc
  Omaha, NE
• 08/2019 → 05/2021
  Arizona State University
  Phoenix, AZ
• 08/2017 → 05/2019
  Paradise Valley Community College
  Phoenix, AZ
• 08/2013 → 06/2017
  Arizona Agribusiness & Equine Center
  Phoenix, AZ
• 10/2024 → 01/2025
  Yuma Investment Group Wealth Management
  Yuma, AZ
• 01/2025 → 04/2025
  Yuma & Imperial Valley Wealth Management
  El Centro, CA
• 05/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-10-24 → 2025-04-09
  Cwm, Llc
  Yuma, AZ
  Omaha, NE
  El Centro, CA

Other Businesses

the name of the other business; Precision Timepiece Trading LLC whether the business is investment-related; No the address of the other business; 3701 W 22nd Street. Yuma, AZ the nature of the other business; Timepiece trading your position; Owner title, or relationship with the other business; LLC Owner the start date of your relationship; 01/01/2025 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; LLC Owner, no duties yet

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-04