William Mctyeire Goldfinch
Investment adviser representative at Hilton Head Capital Partners, LLC
16 yearsExperience
1 stateRegistered in
$409.5MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Hilton Head Capital Partners, LLCJan 2025 to now
- Hilton Head Capital Partners LLC d/b/a Goldfinch Financial GroupJan 2025 to now
- Goldfinch Financial Group LLCOct 2010 to now
- Raymond James Financial Services Advisors, Inc.Mar 2011 to Jan 2025
- Raymond James Financial Services, IncNov 2010 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (SC).
Hilton Head Capital Partners, LLC
$409.5MAssets managed
671Clients
6Advisers
2 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
- 5343764
- Firm CRD
- 299375