William Petty
Investment adviser representative at On Investment Management Co
25 yearsExperience
10 statesRegistered in
$3.2BFirm assets
54 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
25 years in the industry.
- The O.N. Equity Sales CompanyJun 2021 to now
- Constellation InsuranceMay 2021 to now
- Wealth and Income Group LLCMay 2021 to now
- On Investment Management CompanySep 2001 to now
- UnemployeedApr 2021 to May 2021
- Paychex Inc.Jul 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 10 states (AZ, FL, IA, KY, LA, MD, NC, SC, VA, WY).
On Investment Management Co
$3.2BAssets managed
9,568Clients
195Advisers
54 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
- 7388732
- Firm CRD
- 105662