William Tyler Boswell
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you William Tyler Boswell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- CaptrustMay 2025 to now
- Capfinancial Parnters LLC (captrust)Jun 2021 to now
- Nachman Norwood & Parrott, Inc.Mar 2020 to Jun 2021
- Chick-fil-aJul 2018 to Feb 2020
- Northwestern MutualJan 2018 to Jul 2018
- Pulse Group, Inc.Oct 2017 to Dec 2017
- The Rl Bryan CompanyJun 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WI).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 6896583
- Firm CRD
- 175112