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William Tyler Boswell

Captrust

Milwaukee, WI

CRD 6896583

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

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
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-19
  • WI RA
    APPROVED
    Since 2025-05-19

Branch Locations

Milwaukee, WI • 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
Capfinancial Parnters Llc (Captrust) Raleigh NC 06/2021 Present
Nachman Norwood & Parrott, Inc. Greenville SC 03/2020 06/2021
Chick-Fil-A Greenville SC 07/2018 02/2020
Northwestern Mutual Greenville SC 01/2018 07/2018
Pulse Group, Inc. Greenville SC 10/2017 12/2017
The Rl Bryan Company Columbia SC 06/2016 10/2017
  • 06/2021 → Present
    Capfinancial Parnters Llc (Captrust)
    Raleigh, NC
  • 03/2020 → 06/2021
    Nachman Norwood & Parrott, Inc.
    Greenville, SC
  • 07/2018 → 02/2020
    Chick-Fil-A
    Greenville, SC
  • 01/2018 → 07/2018
    Northwestern Mutual
    Greenville, SC
  • 10/2017 → 12/2017
    Pulse Group, Inc.
    Greenville, SC
  • 06/2016 → 10/2017
    The Rl Bryan Company
    Columbia, SC
Designations
  • Certified Financial Planner

View on SEC IAPD

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