William Thomas Urquhart
Investment adviser representative at Castle Island Wealth
25 yearsExperience
2 statesRegistered in
$117.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Castle Island WealthDec 2025 to now
- Longhorn Investments, IncSep 2001 to now
- Florida Atlantic UniversityAug 2008 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Castle Island Wealth
Legal name: Sea Hunter Capital LLC
$117.2MAssets managed
146Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2231391
- Firm CRD
- 287710