John Lile Williams

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2018 → 02/2023
  Capital Directions, Llc
  Atlanta, GA
• 02/2023 → Present
  Savant Wealth Management
  Rockford, IL
• 08/1998 → 10/2018
  Wealthguard Advisory Group, Llc
  Alpharetta, GA
• 05/1990 → Present
  John L. Williams Iii, P.C.
  Atlanta, GA

Previous Registrations

• 2018-10-18 → 2023-04-25
  Capital Directions Llc
  Atlanta, GA
  Alpharetta, GA
• 2003-06-13 → 2018-10-03
  Wealthguard Advisory Group, Llc
  Alpharetta, GA

Other Businesses

INDEPENDENT INSURANCE SALES, ALPHARETTA, GA, SINCE 1998, APPROXIMATELY 8 HOURS/MO DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-04

Other Names

• John Williams