William Chadwick Mckeithen
Investment adviser representative at Smith Shellnut Wilson
15 yearsExperience
3 statesRegistered in
$6.9BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- B1capitalJul 2026 to now
- Smith Shellnut WilsonFeb 2022 to now
- South State BankFeb 2011 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MS, TN, TX).
Smith Shellnut Wilson
Legal name: Smith Shellnut Wilson LLC
$6.9BAssets managed
380Clients
12Advisers
31 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
- 3094147
- Firm CRD
- 106235